Eric Laumann
Chief Investment Officer bij Grey Street Capital LLC
Profiel
Mr. Eric R.
Laumann, CFA, is a Chief Investment Officer at Grey Street Capital LLC.
He worked as a Portfolio Manager for Spot Trading, a proprietary trading firm in Chicago.
He led a team of volatility arbitrage traders and research analysts in trading equity derivatives.
He also served on the Trading Leadership Committee analyzing market forces and handling risk management for the portfolio.
Mr. Laumann transitioned into private wealth management by pursuing and achieving the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Prior to joining Grey Street Capital, he worked as a wealth advisor at Clearwater Capital Partners.
Eric graduated cum laude from the University of Notre Dame with a BS in Mechanical Engineering.
Actieve functies van Eric Laumann
| Bedrijven | Functie | Begin |
|---|---|---|
Grey Street Capital LLC
 Grey Street Capital LLC Investment ManagersFinance Grey Street Capital LLC is an independent boutique investment partner that designs customized, comprehensive, high-quality portfolios for high-net-worth families. The company is based in Chicago, IL and has subsidiaries in the United States. The company's investment services include assessing risk tolerance and liquidity needs, constructing strategic asset allocations, identifying core, active, and alternative solutions, systematic rebalancing and tax management, and concentrated position risk management. Founded in 2017 by Jay F. Page and Jeffrey S. Friedstein, the company's mission is to become trusted, multi-generational advisors to their clients. Joseph F. Page has been the CEO since incorporation. | Chief Investment Officer | 01-05-2019 |
Opleiding van Eric Laumann
| University of Notre Dame | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Grey Street Capital LLC
Grey Street Capital LLC Investment ManagersFinance Grey Street Capital LLC is an independent boutique investment partner that designs customized, comprehensive, high-quality portfolios for high-net-worth families. The company is based in Chicago, IL and has subsidiaries in the United States. The company's investment services include assessing risk tolerance and liquidity needs, constructing strategic asset allocations, identifying core, active, and alternative solutions, systematic rebalancing and tax management, and concentrated position risk management. Founded in 2017 by Jay F. Page and Jeffrey S. Friedstein, the company's mission is to become trusted, multi-generational advisors to their clients. Joseph F. Page has been the CEO since incorporation. | Finance |
