Brian Eddy

About:

Brian Eddy has more than 20 years of experience in the financial services and tax services industry.  He has worked at large and small firms over his career, including State Street Global Advisors, U.S. Trust Company, Natixis Asset Management, Caris & Shulman, and Cape Ann Savings Bank.    Brian is a Chartered Financial Analyst, Certified Financial Planner (R), and Accredited Estate Planner. He also passed the CPA Regulation and CPA Business Concepts exams. Eddy holds a Series 65 license, which qualities him as an investment advisor representative. Brian currently is the owner of Eddy Company, LLC, a registered investment advisory and tax planning firm in Beverly.   

Over the span of his career, he has held adjunct professor positions at Gordon College, Boston University, and Northeastern University, teaching classes and designing curriculum in various areas of business administration, including financial and tax planning.