Our Relationship Ideals

Eddy was born and raised in San Francisco and attended Saint Ignatius College Preparatory and the University of San Francisco. He started his career at Lehman Brothers in 1991 where he joined a team that specialized in managing equity portfolios. He then joined Prudential Securities in Palo Alto, CA just as the internet industry was beginning its historic climb. He then joined Paine Webber in San Francisco where he led a team that managed derivative portfolios. Eddy brought his unique approach to managing portfolios which incorporates asset class and equity sector diversification with a special attention to risk management to First Union, Wells Fargo, Charles Schwab, Merrill Lynch and Oppenheimer. California Street Wealth Management was formed in 2023, and he manages discretionary and nondiscretionary portfolios using his customized approach. He believes strongly in frequent client interaction and risk management. Eddy is married with four children and is a Permanent Deacon within the Archdiocese of San Francisco. He holds the FINRA Series 7, 9, 10 and 66 registrations.

Patrick is a Bay Area native who was born in San Francisco and has lived most of his life in Marin County. He attended the University of Oregon where he studied Finance and Economics, and played collegiate rugby. At California Street Wealth Management, Patrick provides in depth analytical research for a multitude of equity and investment selections. His market cycle research guides the rotational strategy of his client’s portfolios. Patrick partnered with Eddy for the purpose of implementing their sector rotation strategy through objective-based investing for individuals, families, and businesses. In addition to his other duties, Patrick also manages the brand and marketing plans for California Street Wealth Management. He holds the FINRA Series 7 and 66 registrations and is also licensed for insurance in California.

CA Insurance License 4105105, Resident State California

Tomas plays an integral role on our team, managing the day to day operations and making sure client’s needs are fulfilled in a timely manner. He is responsible for check disbursements and transfers, as well as any operational or administrative issue that may arise. Tomas attended Chico State University, where he studied Finance, expanding his knowledge about equity and fixed income markets. Tomas has long aspired to build his career in the financial services industry in this key role. He is also an avid outdoorsman, enjoying hunting and fishing since he was young.