Eric R. Schmitz

Eric R. Schmitz

Analyst-Equity bei Crescent Grove Advisors LLC

Finance
Consumer Services
Retail Trade

Profil

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.

Aktive Positionen von Eric R. Schmitz

UnternehmenPositionBeginn
Analyst-Equity 01.01.2016
Alle aktiven Positionen von Eric R. Schmitz

Ehemalige bekannte Positionen von Eric R. Schmitz

UnternehmenPositionEnde
Analyst-Equity 01.12.2015
Corporate Officer/Principal -
Corporate Officer/Principal -
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Ausbildung von Eric R. Schmitz

DePaul University Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

25

Beziehungen ersten Grades

5

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen4

Finance

Retail Trade

Consumer Services

Finance

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