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Edwin L
CFA®
Westport, CT
RMR Wealth Management
Edwin Lugo II is a CFA® charterholder associated with RMR Wealth Management with three years of industry experience. He previously worked at Franklin Templeton for 15 years and Brown Capital Management, LLC for three years. He is also involved with EL2 Capital, LLC, which he has been part of since 2021. RMR Wealth Management serves individuals, retirement plans, and corporate clients by providing discretionary portfolio management and multiple managed-account programs. The firm customizes portfolios using third-party platforms and managers, incorporating a range of traditional and alternative investment strategies tailored to client objectives and risk tolerance.
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