Eduardo joined West Financial Services in 2024 as a portfolio manager where he actively manages client investment portfolios tailored to individual investment objectives and constraints. He has over twenty years of experience in investment management serving as an equity research analyst and co-portfolio manager.
Eduardo earned a Bachelor of Science degree, magna cum laude, in Industrial and Systems Engineering from ITESM in Monterrey, Mexico, and an MBA in Finance, from The Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Washington, D.C. He is fluent in Spanish.
A resident of Chevy Chase, Maryland, Eduardo enjoys exploring diverse cultures and traveling abroad with his family and also spending time at the Chesapeake Bay, where they engage in various aquatic activities. When not involved in his children’s soccer pursuits, Eduardo enjoys running in Rock Creek Park.