John Eadie

John Eadie

Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC

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Profil

Mr. John D.
Eadie is a Principal & Financial Advisors at CapFinancial Partners LLC.
He brings over 35 years of experience working with Fortune 500 executives to assess and implement complex compensation strategies—including deferred compensation, restricted stock, stock option, and other employee benefit planning.
He assists clients with their investment, income tax, wealth transfer planning, family governance, and philanthropic strategies.
He joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was the founder and managing director.
He served as the firm’s CEO, chief wealth advisor and led all client service efforts.
He is also the co-founder of Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.
Prior to founding Covenant, he led Frost National Bank’s Wealth Management Services group.
He spent the first 20 years of his career at Ernst & Young, where he last served as the firm’s director of executive planning services.
He earned a Bachelor of Science degree in accounting from Berry College and a Master of Accountancy degree in tax from the University of Georgia.

Postes actifs de John Eadie

SociétésPosteDébut
Gestionnaire de Portefeuille-Actions 01/09/2021
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Directeur Général 01/09/2021
Corporate Officer/Principal -
Corporate Officer/Principal -
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Formation de John Eadie

Berry College Undergraduate Degree
University of Georgia Graduate Degree

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