Prior to joining Portside Investment Advisors, Eric was a senior vice president and client service director with Columbia Wanger Asset Management, LLC. Eric joined Columbia Wanger in 2000 and has been a member of the investment community since 1987. Prior to Columbia Wanger, Eric was a regional sales director with Founders Asset Management, LLC, and a sales manager of the financial advisor group with Strong Capital Management.
Eric earned a B.B.A. from the University of Wisconsin-Whitewater. He holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with the Wharton School of Business, University of Pennsylvania. He also holds the Accredited Investment Fiduciary designation.
Eric is married with three children. He enjoys tennis, platform tennis, golf, fishing and biking. He serves on the Community Development Authority Board in his hometown and volunteers for Secure Futures, a non-profit group which empowers teens through financial literacy, and at the American Legion.
He can be contacted at firstname.lastname@example.org