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.

You might also likeā€¦

Where do the trade talks with China stand today?
Jim Baird Wealth Management
Blog June 4, 2019 1 min read
Would China retaliate by selling its U.S. Treasury holdings?
Jim Baird Wealth Management
Blog May 23, 2019 1 min read
How do 2019 earnings revisions compare to previous years?
Jim Baird Wealth Management
Blog May 9, 2019 1 min read