In this investment insight, we explore:How investing has evolved in recent years.The need to prioritize among essential, fundamental, and supplemental goals.How assigning “success probability targets” helps further goal achievement.The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management.
Eric is responsible for ensuring that Wilmington Trust’s investment planning platform provides a consistent, high-quality experience for investment professionals, clients, and prospects. His role also connects asset allocation with manager selection to ensure the firm’s model portfolios are meeting client needs. In addition, Eric oversees the efficient and accurate trading of client portfolios.
Eric serves on the firm’s Investment Committee, the Portfolio Management Committee, and is the Team Lead for the Performance Monitoring Team, which evaluates the performance of the proprietary and third party managers on the firm’s platform. He is also a member of the Product and Platform Team, which oversees the firm’s investment product and services offering.
Prior to joining M&T Bank, which acquired Wilmington Trust in 2011, Eric served as a Trust Officer at Tompkins Trust Company in Ithaca, New York, where he managed trust client relationships and also had responsibilities related to the company’s asset allocation decisions and U.S. equity portfolio.
Eric holds an MBA from The Johnson School of Management at Cornell University and a bachelor’s degree in policy analysis and management from Cornell University. He is a Chartered Financial Analyst® charter holder and holds FINRA Series 7 and 66 securities licenses.
Eric is active in the community and is a member of the Community Advisory Board for The Paleontological Research Institution, a natural history museum in Ithaca.