Eric Smith, MBA, is an experienced financial professional with a robust background in portfolio management and operations across various financial institutions. Currently serving as a Process Analyst and previously a Portfolio Trading Analyst at AssetMark since June 2021, Eric has held significant roles at JPMorgan Chase & Co. as an Associate in Managed Accounts Portfolio Implementation and at Meeder Investment Management in multiple capacities, including Public Funds Operations Specialist. Prior experience includes positions at Citi, HealthLinx, Morgan Stanley Smith Barney, Liberty Mutual Insurance, Chase, and Huntington National Bank. Eric holds an MBA in Finance from Ashland University and a Bachelor of Science in Business and Marketing from Franklin University.
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