Eric joined Clearbrook Investment Consulting, formerly known as Shields Associates, in 1998 after having graduated from Colgate University where he received his BA in Economics. Eric is an institutional consultant to corporate Defined Benefit and Defined Contribution clients, as well as endowment and foundation clients. His current responsibilities at Clearbrook include client consulting, asset allocation studies, and manager research. He is a CFA Charterholder and a member of CFA Institute and the New York Society of Security Analysts. He has 16 years of consulting experience.
