Eric Stephen Collier

Eric Stephen Collier

Analyst-Equity bei SMI Advisory Services LLC

Finance
Consumer Services

Profil

Mr. Eric S.
Collier, CFA, is a Portfolio Manager at SMI Advisory Services LLC.
His duties involve researching and selecting the Funds' investments, determining overall allocation among style categories, and trading, subject to the ultimate decision-making authority of the senior portfolio manager.
Mr. Collier worked at Oxford Group, Ltd, a fee-only financial services firm.
At Oxford Group, he provided investment advice to several high net-worth individuals concentrating on investment and financial planning strategies.
Prior to joining Oxford Group, he was an investment analyst and registered investment advisor representative for Webb Financial Advisors, an investment advisory firm, where he was responsible for due diligence and manager selection on large capitalized growth and value securities, small capitalized growth and value securities, international capitalized securities, and fixed income securities.
Mr. Collier graduated from Indiana University with a B.S.
in Finance.
He also studied at the University of Maastricht in the Netherlands in the International Business Program.
He is a Chartered Financial Analyst charter holder, and he is a member of the CFA Institute (formerly the Association for Investment Management and Research) and of the Investment Management Association of Indianapolis.

Aktive Positionen von Eric Stephen Collier

UnternehmenPositionBeginn
Analyst-Equity 31.08.2005
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Corporate Officer/Principal -
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Ausbildung von Eric Stephen Collier

Indiana University Undergraduate Degree

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