An essential member of the client service team, Eric also works with Private Wealth’s Investment Committee. Eric previously worked at Central Wealth Management as investment manager on all client assets. In this client-facing role, Eric worked primarily on investment analysis and portfolio construction and management. He was also responsible for producing educational materials (videos, blogs, etc.) for clients on market conditions and investment performance. Prior to Central Wealth Management, Eric was a financial advisor with New York Life where he gained valuable experience in sales, investment management, and financial planning. Eric began his career as a teacher of physics, astronomy, and chemistry at Wayland Academy in Beaver Dam, WI.
Eric earned a bachelor’s degree from Macalester College and completed the CIMA® Executive Program through the Sloan School of Management (MIT).
“Our Private Wealth team is very pleased to welcome Eric,” said Brendan Freeman, President – Private Wealth. “His depth of experience helping clients achieve their priorities and the insight he provides clients with portfolio construction are both great assets we’re excited to add to our group.”
About First Business Bank
First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting Services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness. Specialty Finance solutions are delivered through First Business Bank’s wholly owned subsidiary First Business Specialty Finance, LLC. First Business Bank is a wholly owned subsidiary of First Business Financial Services, Inc. (Nasdaq: FBIZ). For additional information, visit firstbusiness.bank.