Eric has over 20 years of investment experience. He is responsible for asset allocation, portfolio management, investment analysis and due diligence. Eric leads the investment team, is a member of Okabena’s internal Investment Committee and Chairs the Investment Advisory Committee.

Prior to OIS, Eric was at Harris Associates LP in Chicago, where he served as a Senior Portfolio Associate for high net-worth client equity portfolios.

Eric received his BA in International & Monetary Economics from the University of Wisconsin-Madison and earned an MBA in Finance from the Kellstadt School of Business at DePaul University. He holds the Chartered Financial Analyst designation.