Chief Investment Officer, CFA®
Eric began his career trading equity options on the floor of the Chicago Board Options Exchange in 1997 where he learned the power and protective attributes of derivative instruments. Shortly after leaving the Chicago trading pits for a trading floor at Conseco Capital, Eric worked with fixed-income veterans managing over $35 billion on behalf of institutional investors. After plenty of cold winters in the Midwest, Eric accepted an offer and moved to South Florida. Here, he worked for a boutique RIA firm, Levitt Capital Management, as an Equity and Fixed-Income Analyst. He was later offered the role of Portfolio Manager/Analyst for Gibraltar Private Bank & Trust. During this time, Eric obtained a Chartered Financial Analyst (CFA®) designation from the CFA Institute. After many years on the “buy side” of the financial industry, Eric had the opportunity to work on the “sell side” at JVB Financial covering institutional and RIA clients for fixed-income securities. Eric helps lead the investment strategy at Sound Income Strategies and works closely with David to help ensure that our clients are meeting their investment goals while minimizing market turmoil and gyrations. His many years of experience in portfolio management and analysis help the Sound Income Strategies team determine what securities best meet the client’s risk tolerance and return expectations.