Skip to Content

Experience

As the senior equity analyst for the investment research team, I lead the research and due diligence efforts related to equity strategies and serve as a technical resource for staff and clients on global equity markets. I provide thoughtful guidance and customized recommendations related to equity strategies across the market cap spectrum and geography. My clients are high-net-worth and ultra-high-net-worth individuals and families as well as foundations, endowments, and retirement plan sponsors.

View More of Eric's Experience

Specializes In

I can speak, read, and write Spanish. I lived in Queretaro, Mexico, for nearly a year, have visited Colombia numerous times, and believe that learning another language broadens your worldly horizons like few other challenges in life.

Additional Thoughts

Global equities: Increased volatility may persist, but there is a bright side
Eric Dahlberg Wealth Management
Video December 12, 2018 2 min watch
Cash or bonds?
Jim Baird Wealth Management
Blog November 29, 2018 1 min read
Will weakness in housing cause the Fed to blink?
Jim Baird Wealth Management
Blog November 29, 2018 1 min read
Should investors prepare for higher volatility ahead?
Jim Baird Wealth Management
Blog November 7, 2018 1 min read