Eric McArdle

Vice President, Advisor Solutions at Simplify Asset Management

Eric McArdle is the Vice President of Advisor Solutions at Simplify Asset Management. Prior to this role, they served as an Asset Management Research Analyst at Nasdaq Dorsey Wright from November 2018 to July 2020. In this position, Eric helped financial advisors, portfolio managers, and independent investors navigate the markets using the Dorsey Wright methodology. Eric also focused on providing scalable solutions incorporating best practices derived from the Nasdaq Dorsey Wright research platform, ETF products, and expertise.

Before their time at Nasdaq Dorsey Wright, Eric served as an Investment Officer at C&F Wealth Management Corporation from January 2016 to November 2018. In this role, they had the honor of helping people from all walks of life gravitate toward their financial dreams and plan for the inevitable curve-balls thrown their way. Eric also helped businesses in searching for valuable and tax-favorable benefit (retirement, health, and life) solutions for organizations and their employees. Eric provided honest and informed feedback and advice pertaining to a variety of investment and insurance products, including: Bonds (mortgage-backed, corporate, municipal & zero coupon), Mutual Funds, ETFs, Government Securities (treasury, Ginnie Maes & agency notes/bonds), Stocks (listed, over-the-counter & preferred shares), and Unit Investment Trusts, as well as annuities and structured products.

Eric is a graduate of James Madison University where they earned their degree in Finance.

Eric McArdle has a Bachelor of Science in Finance from Virginia Tech, as well as a Bachelor's Degree in Finance from the Pamplin College of Business at Virginia Tech. Eric is certified by the Virginia State Corporation Commission in Virginia State Life, Health, Annuities, and Variable Contracts License, and by the Financial Industry Regulatory Authority (FINRA) in Uniform Combined State Law Exam (Series 66) and General Securities Representative Exam (Series 7).

Eric McArdle reports to Brian Kelleher, Chief Revenue Officer. They work with and Jimmy Kim - Internal Sales Specialist.

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  • Vice President, Advisor Solutions

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