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.
Location
Downingtown, United States