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

Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
What does recent data on consumer spending indicate about the state of the economy?
Jim Baird Wealth Management
Blog January 18, 2019 1 min read
How have equities performed in the year preceding U.S. Presidential election years?
Jim Baird Wealth Management
Blog January 18, 2019 1 min read