Eric Klein, CFA, CFP, CAIA, is a Principal and Senior Investment Consultant at Mercer, where they began their current role in 2024. Previously, they served as a Senior Investment Consultant at Vanguard from 2007 to the present. Eric holds a CFP Certificant in Financial Planning from the CFP Board of Standards, a CFA Charterholder from the CFA Institute, and a Chartered Alternative Investment Analyst designation from the Chartered Alternative Investment Analyst Association. They completed their education at Moravian University and continue to engage with the CFA Institute.
This person is not in the org chart
This person is not in any teams
This person is not in any offices