Eric joined Frost Investment Advisors, LLC in February 2017, and has over 5 years of experience in the financial services sector.
Eric’s primary responsibilities include performing complex duties related to the analysis of risk, valuations, and performance attribution of select investment strategies managed by the Adviser. Responsibilities include preparing, managing, and maintaining the data integrity of the Frost strategies reported to third party consultant databases, ensuring investment reported data adheres to Adviser and regulatory requirements, as well as the management of RFPs.
Previously, Eric started as a Compliance Analyst I with the Adviser. He worked in tandem with other compliance personnel to verify the Adviser’s compliance with internal policies and procedures, specifically the Investment Advisers Act of 1940 requirements as they apply to registered funds and separately managed accounts.
Prior to joining the Adviser, Eric worked as a commercial business underwriter for The Hartford. He also worked as a personal banker at J.P. Morgan Chase, and a general business analyst at CPS Energy.
Eric earned a Bachelor of Business Administration degree in Finance from the University of Texas at San Antonio.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
CAMS® is a title earned from the Association of Certified Anti-Money Laundering Specialists (ACAMS®). A professional becomes certified through work experience, education, and passing the CAMS examination. CAMS programs address terrorism financing, anti-money laundering, compliance programs, and anti-money laundering investigations.