Eric supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2022, Eric was a Portfolio Analyst at Sage Private Wealth Group. Eric graduated from Indiana University – Bloomington with a Bachelor of Science in Finance and a co-major in Business Analytics. In his free time, he enjoys skiing, watching Minnesota sports teams, tracking sports analytics and statistics, reading and watching thriller movies.
