Eric Ramos

Senior Consultant, CFA

Chicago, IL

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.