Eddy Gutierrez was born and raised in San Francisco and attended St. Ignatius College Preparatory and the University of San Francisco. He began his financial services career in 1991 at Lehman Brothers, where he worked on a team specializing in equity portfolio management. He later joined Prudential Securities in Palo Alto during the early rise of the internet industry, gaining firsthand experience during a transformative period in the markets.
Eddy went on to Paine Webber in San Francisco, where he led a team responsible for managing derivative portfolios. Over the course of his career, he has brought his disciplined and distinctive investment approach to leading firms including First Union, Wells Fargo, Charles Schwab, Merrill Lynch, and Oppenheimer & Co.
Throughout his career, Eddy has envisioned the opportunity to build and lead his own firm—one in which he could serve as an owner and establish the ideals, culture, and principles of the business. This long-held aspiration reflects his belief that independence, alignment, and a strong internal culture are essential to delivering objective, high-quality advice and acting consistently in clients’ best interests. Thus, California Street Wealth Management was launched.
His portfolio management philosophy emphasizes broad asset-class and equity-sector diversification, with a strong focus on risk management. Eddy manages both discretionary and non-discretionary portfolios using a customized, client-centered approach. He believes that frequent, transparent client interaction is essential to long-term investment success.
Eddy holds FINRA Series 7, 9, 10, and 66 registrations. Outside of his professional work, he is married with four children and serves as a Permanent Deacon within the Archdiocese of San Francisco.
California Insurance License 0C72445. Resident State: CA
Patrick is a Bay Area native, born in San Francisco and raised in Marin County. He attended the University of Oregon, where he studied finance and economics and competed in collegiate rugby. Patrick began his professional career at Oppenheimer, where he built a strong foundation in investment research and delivered in-depth analytical insights across a broad range of equity and investment opportunities. His market cycle research informed portfolio construction and sector rotation strategies.
Patrick has worked closely with Eddy Gutierrez, Managing Partner for more than six years, and two years ago they partnered to launch California Street Wealth Management, an independent practice focused on objective-based investing for individuals, families, and businesses. Patrick currently serves as a Managing Partner, applying market cycle and sector rotation research to guide client portfolios while also overseeing the firm’s brand development and marketing strategy. He holds FINRA Series 7 and 66 registrations and is licensed for insurance in the state of California.
California Insurance License 4105105. Resident State: CA