Eric joined Edge Financial Advisors in 2024 as an Investment Manager. At Edge, Eric is responsible for investment research and analysis, portfolio construction, and trading.
Prior to joining Edge, Eric was an Associate Portfolio Manager at Capstone Financial Advisors. He has also held portfolio management roles at Legal & General Investment Management America and Mizuho Securities.
Eric is a holder of the right to use the Chartered Financial Analyst® (CFA) designation and a member of the CFA Institute and CFA Society of Chicago. He received his Bachelor of Business Administration with a double major in Finance and Accounting at Benedictine University, where he was a member of the golf team. He lives in Wheaton, IL with his wife, Allison and their daughter, Emilia, and two dogs.
