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Eric Hagen

Portfolio Advisor

Eric Hagen

Expertise

In his role as a Portfolio Advisor, Eric develops, recommends, and implements customized investment portfolios for individual investors, trust relationships, and endowment clients that are tailored to their unique financial goals and are optimized to reflect Northern Trust's outlook for the economy and markets. He partners with investment, fiduciary, and lending professionals to deliver comprehensive wealth management solutions for his clients.

Experience

Eric joined The Northern Trust Company in March 2023, bringing over 25 years of investment management experience to the company. Prior to joining Northern Trust, Eric spent over 18 years as an Investment Manager for fiduciary client portfolios at Wells Fargo. Eric began his investment management career in 1997.

Community Involvement

Eric is actively involved in the community through coaching youth sports and church/school fundraising. Eric and his family have been a host family for foreign exchange students from China and are currently involved in training guide dogs through Occupaws.

Education

Eric holds a B.S. degree in Finance from the University of Wisconsin – La Crosse.

Credentials

Eric has held the Chartered Financial Analyst (CFA) designation since 2007. He is a member of the CFA Institute, and the CFA Society of Milwaukee.

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.