Eric is a Senior Portfolio Manager and Senior Vice President for Whittier Trust. He has worked in the industry for more than a decade and has been with Whittier Trust since 2006. Eric co-manages our Quality Global Dividend and Small Cap investment strategies and partnerships. He is a member of our Investment Committee and is responsible for covering the Financial Sector for the core equity strategy. Eric also serves as the President of Whittier Ventures and is a contributing member to the Consulting Group resposible for evaluating outside asset managers and investment opportunities. On a day-to-day basis, he works with clients in developing, implementing, and managing their tailored investment portfolios.
Eric began his career as an investment and wealth management consultant with Asset Strategies Group. He worked with high net worth individuals, foundations, and qualified plan sponsors in the development of strategic asset allocations and evaluating investment managers.
Eric earned a Bachelor’s degree in Economics and History from Hillsdale College. He is a CFA® charterholder and is a member of both the CFA Institute and CFA Society of Los Angeles.