Eric Halverson, CFA, is currently a Portfolio Manager at Envestnet, Inc, a position they have held since 2025. Prior to this, they served as a Senior Investment Analyst and an Associate Investment Analyst at the same company from 2015 to 2025. Eric also gained experience as a Senior Portfolio Specialist at Envestnet Asset Management from 2011 to 2014 and worked as a Financial Representative at Northwestern Mutual in 2008. They began their career as a Staff II Accountant at Vail Resorts from 2009 to 2011. Eric earned a Master of Science in Finance with a specialization in Financial Analysis and Management from the University of Colorado at Denver (2012-2015) and holds a BBA in Finance from the University of Wisconsin-Whitewater (2004-2008).
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