Senior Consultant, CFA
Eric serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is a member of the firm’s Capital Markets Team. Eric joined the firm in 2013 as a Service Associate where he supported the firm’s investment consultants in the areas of account administration and client servicing. Eric graduated with a BS in Financial Counseling and Planning from Purdue University. He is a CFA® charterholder and member of the CFA Society of Chicago. Eric was captain of the Purdue University’s Tennis Team and remains an “ace” on the tennis court.