Eric Klein, CFA, CFP, CAIA, is currently a Principal and Senior Investment Consultant at Mercer, beginning this role in 2024. Prior to this position, Eric served as a Senior Investment Consultant at Vanguard from 2007. Eric has also earned multiple certifications, including the Chartered Alternative Investment Analyst designation in 2023 and the CFA Charterholder in 2003. They have a CFP Certificant in Financial Planning, achieved between 2000 and 2004. Eric completed their undergraduate studies at Moravian University, graduating in 1996.
This person is not in the org chart
This person is not in any teams
This person is not in any offices