- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

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.
Milwaukee
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526 East Wisconsin Avenue
Milwaukee, Wisconsin 53202