Eric is an accomplished investment professional with nearly three decades of experience in the financial industry and demonstrated success throughout fluctuating market cycles.
Eric’s broad industry background and thorough understanding of long and short institutional investing have effectively served individual and institutional clients. His risk-management philosophy and his knowledge of credit, equity, and alternative investments enable him to design and implement a wide range of asset allocation strategies for clients with varying financial goals.
Prior to joining AlphaCore, Eric led Magnolia Lane Financial Advisors as the company’s CEO and founder, offering clients customized investment portfolios that focused on meeting their long-term goals and achieving financial security.
Eric’s career includes working as a Vice President and Global Credit Officer at JP Morgan and as an Equity Analyst and Portfolio Manager for T. Rowe Price. He also spent a decade managing long and short equity hedge funds for the global hedge fund firms Point 72, Guggenheim, and Millennium Management.
Eric volunteers as the Chair of the Investment Committee for the King School Endowment and is a member of the Jesuit Investment Committee that oversees the Jesuit Foundation Trust.
He holds a bachelor’s degree in finance and operations & strategic management from Boston College and an MBA from the Wharton School of the University of Pennsylvania.
Current role
Chief Investment Strategist & Head, South East Asia at Temasek
Chief Investment Strategist at Central Trust Company
Principal – Co-head Of Investment Management And Chief Investment Strategist at O'Shaughnessy Asset Management
Chief Investment Strategist Of Inland Investment Advisors, LLC at The Inland Real Estate Group
Chief Investment Strategist, Senior Portfolio Manager at Evermay Wealth Management, LLC
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