Eric Endress, CFA, AIF, is a Retirement Plan Specialist who consults with institutional clients to enhance their retirement plan programs. They work with a diverse range of organizations, including private, public, and not-for-profit entities. As a member of the Executive Investment Committee and Chair of one of the Investment Sub-Committees at CBIZ, Inc., they contribute to the firm’s broad array of investment advisory, actuarial, and administrative services. Previously, Eric held various roles at CBIZ, including Investment Analyst and Vice President/Senior Investment Consultant, and gained experience at SIRVA Relocation and Crowe Horwath LLP. They are currently pursuing education at John Carroll University while enjoying coaching their three sons in sports and playing golf.
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