Eric R. Schmitz

Eric R. Schmitz

Analyst-Equity bij Crescent Grove Advisors LLC

Finance
Consumer Services
Retail Trade

Profiel

Mr. Eric R.
Schmitz
, CFA, is an Director of Public Markets at Crescent Grove Advisors LLC.
He is a member of the Crescent Grove Investment Committee.
In collaboration with the firm’s Chief Investment Officer and other members of the Investment Committee, he provides tailored investment research to build and maintain a high quality, open architecture investment platform.
In addition to his work on the Investment Committee, he consults with Advisors internally to build personalized, comprehensive portfolios for ultra-high net worth and institutional clients.
Prior to joining Crescent Grove Advisors as a Financial Analyst, he was a Research Associate at William Blair examining companies in the Consumer Staples industry.
In this role, he supported the investment research process by conducting financial statement analysis, building financial models and issuing investment recommendations.
Prior to his role at William Blair, he held analyst positions in the retail and wealth management industries.
He graduated from DePaul University in Chicago with a BS in finance with a minor in accounting.
He attained the CFA designation in August 2017 and is a member of the CFA Society of Chicago.

Actieve functies van Eric R. Schmitz

BedrijvenFunctieBegin
Analyst-Equity 01-01-2016
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Analyst-Equity 01-12-2015
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DePaul University Undergraduate Degree

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