Eduardo started his wealth management practice in 1992 at Goldman, Sachs & Co. Since then, he has guided ultra-high net-worth families, entrepreneurs, corporate executives and foundations. In doing so, he has grown their assets, supported their lifestyles, and ensured lasting legacies.
Prior to joining Morgan Stanley in May 2016, he spent fifteen years as Director in the Wealth Management division of Credit Suisse and nine years as Vice President in the Wealth Management division of Goldman, Sachs & Co. He also worked at Citibank in the Capital Markets Group and with Procter & Gamble in Venezuela as Brand Manager.
Eduardo received his MBA in Finance from the Wharton Business School and his degree with honors in Industrial Engineering from Lehigh University.
Eduardo is actively involved in the Miami arts community. He is a member of the Board of Directors of Miami New Drama, a non-profit theater company. Also a Member of the Acquisition Committee of the Institute of Contemporary Art (ICA) in Miami and Benefactor of the Perez Art Museum (PAMM).
Securities Agent: NJ, MD, ID, CO, NH, TX, NE, DC, NV, PR, OH, WY, MA, FL, CA, CT, PA, NY, GA, DE, SD; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1629358
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.