Eric has 25 years of experience in investment strategy and has consulted to more than $100 billion in assets. He specializes in investment strategies for global tactical investment and institutional investment consulting for pension plans, foundations and not-for-profits. He publishes the team’s monthly investment strategy newsletter. Previously, Eric was cohead of Wealth Management Services at Bear Stearns. Prior to that, he headed the Strategic Investment Advisory Group at J.P. Morgan, where he advised a variety of individual and institutional clients. Eric holds a doctorate degree in financial economics from Harvard University, taught statistics and international business at several universities and has foreign policy development experience.

He lives in St. James, New York, and Washington, D.C. with his wife, Susan. Eric has published dozens of articles on economics, risk management and investment management and serves on the Academic Board of the University of Toronto. He passed the Series 3, 7, 24, 63 and 65 examinations and holds an insurance license.