Eric is an Institutional Consultant and serves as the portfolio specialist on our team and coordinates our internal research and outlook. He works closely with the analyst teams in our St. Louis headquarters, Manager Strategy Group for recommended investment managers and Advisory Services Group for market strategy and research. One of Eric’s main functions is to make sure our clients have the most appropriate investment strategies per their investment objective and individual expectations. He has 13 years of experience with the firm including his previous role as a Portfolio Specialist for the Investment Management Consulting Group (IMCG) in the St. Louis headquarters. His experience includes asset allocation analysis, investment manager search and selection, and investment policy development for high net-worth individuals and institutions such as endowments, foundations, trusts, and qualified plans.
Eric has earned the designation of Certified Investment Management AnalystSM, administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. Eric holds his Series 7, 66, and 31 FINRA securities registrations and has a Bachelor of Science degree in Finance-Risk Management from Virginia Polytechnic Institute and State University.
CA Insurance License Number OH43229. Resident State VA.