Eduardo is a First Vice President /Private Wealth Manager at Merrill Private Wealth Management (a Bank of America company). With a wealth of experience, Eduardo has had a remarkable journey in the financial and wealth management industry.
Before joining Merrill, Eduardo was a trusted advisor at JPMorgan, where he played a pivotal role in supporting and expanding the wealth management business for the Mexico market. During his tenure there, Eduardo worked closely with a diverse range of clients, including Ultra High Net Worth individuals, family offices, and financial advisors, providing them with strategic financial guidance and solutions.
Eduardo's journey into the financial sector was preceded by a unique background in engineering. Prior to moving to the United States, Eduardo lived in Ecuador, where he leveraged his engineering skills in the construction of a hydro-electric power plant within an ecological reserve. Additionally, he was involved in the development of an experimental plantation focused on high-protein crops, showcasing his commitment to sustainable and innovative projects.
Eduardo holds an MBA with concentrations in Finance, Entrepreneurship, and Marketing from the prestigious Goizueta Business School at Emory University. His strong educational foundation is complemented by a degree in Industrial Technologies Engineering from the University of Navarra in Spain.
Eduardo's multifaceted background, ranging from engineering to finance, underscores his ability to tackle complex challenges and deliver impactful results. He feels that his dedication to clients and passion for innovation make him a highly regarded figure in the world of wealth management. Beyond his professional achievements, Eduardo finds joy in his family life he has two children and resides with his wife in Houston, Texas.