Client Analyst, CFA
As a Client Analyst, Eric is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the firm in 2020, Eric worked at SS&C Technologies handling investment accounting. He received an MSF from Northeastern University and a BS from Western New England University. Eric is a member of Northeastern University’s Beta Gamma Sigma Honorary Business School Society. He is also a CFA® charterholder and a member of the CFA Institute and the CFA Society of Hartford. In his free time, Eric enjoys baseball, hockey, hiking, biking, spending time with his family and brewing beer.