Mr. Eichenwald is the CEO and Senior Investment Executive with Triumph Capital Management. He is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania’s Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.
Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street’s largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.
The inclusion of a wealth manager in the Five Star Wealth Manager award, as well as any other referenced award, is based in part, on client response to the survey and additional criteria utilized by awarding organization which are not necessarily representative of the experience of all clients. The awards or ratings are not indicative of the wealth manager's future performance or success
The association of an adviser with the Financial Planning Association, as well as any other referenced organization does not imply a certain level of skill or training and is not indicative of the wealth manager's performance or success.