Eric works closely with equity investors to help ensure the integrity of their investment approaches. He meets regularly with teams to assess portfolio positioning, performance, and risk exposures; helps develop new products and client solutions; and manages issues such as fees, policies, and guidelines. He also meets with clients, prospects, and consultants to communicate the firm’s philosophy, strategy, and performance.
Prior to joining Wellington in 2015, Eric was a manager in the hedge fund accounting group at J.P. Morgan. Before that, he worked in a similar capacity at Brown Brothers Harriman.
Eric holds a BS in finance from Providence College. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Boston.
