Our Team
Founder & CEO
With years of experience, Eduardo Orama and his team in North Carolina have been dedicated to helping high-net-worth clients prepare for the unknown while achieving their financial goals. We invite you to ask us about:
- Financial Planning
- Private Banking
- Investment Advisory
- Business Development
- Private Funding
- Estate Planning
As an independent financial services firm, we have the capability to access a range of products, ensuring that clients in Puerto Rico and beyond receive the right services tailored to their needs.
Chief Financial Officer
At Eduardo Orama in North Carolina, we utilize proven finance strategies designed to align with your risk tolerance and effectively manage market volatility. You can rely on our unbiased recommendations and impartial guidance, which are tailored directly to meet your specific needs and goals, whether you’re in North Carolina or Puerto Rico.
Director of Financial Planning
Every successful financial strategy starts with an excellent client relationship. At Eduardo Orama in North Carolina, our mission and values include exceeding our client’s every expectation. Contact us today to learn how we can suggest long- and short-term strategies that will help you realize your financial dreams, whether you’re in Puerto Rico or beyond.
Tax Director
Tiffini Parker, CPA
Tiffini is a Certified Public Accountant based in North Carolina, with over 10 years of experience servicing high net worth individuals and their corporations, including those connected to Eduardo Orama and Orama Enterprises. Before joining Orama, she worked at Deloitte, Gresham Partners, and PwC, where she specialized in tax compliance, planning, and consulting services for individuals, trusts, and estates, including clients in Puerto Rico.