Eric Ludwig Email & Phone Number
CEO | Retirement Income Specialist @ Stockbridge Private Wealth Management
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Eric Ludwig Location
- Madison, WI, US
Eric Ludwig Work
- CEO | Retirement Income Specialist @ (August 2014 - Present)
- Assoc. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director @ (February 2023 - Present)
- AI Advisory Council Member @ (July 2025 - Present)
- AI Advisory Council Member @ (January 2026 - Present)
- Chief Research Officer, Research and Advanced Analytics @ (January 2016 - Present)
- Peer Review Board Member - Journal of Financial Planning @ (July 2021 - Present)
- Guest Editor, Financial Planning Review -Special Issue on AI in Financial Planning @ CFP Board (January 2025 - March 2026)
- Adjunct Professor @ (December 2022 - April 2024)
- Graduate Teaching Assistant @ (January 2022 - November 2022)
- Instructor @ (November 2021 - July 2023)
- VP, Wealth Management Advisor @ (September 2007 - July 2014)
- Airline Pilot @ (September 2004 - September 2007)
Eric Ludwig Education
- Kansas State University
Doctor of Philosophy - PhD (Personal Financial Planning)
2020-2023 - The Wharton School
Entrepreneurship Specialization
2016-2016 - University of Colorado Denver
Master of Science (M.S.) (Finance)
2008-2009 - Embry-Riddle Aeronautical University
Bachelor’s Degree (Aerospace, Aeronautical and Astronautical/Space Engineering)
1999-2003 - University of St. Thomas - Opus College of Business
Certificate (Financial Planning)
Eric Ludwig Skills
- Private Banking
- Retirement Solutions
- Thought Leadership
- Public Speaking
- Behavioral Finance
- Wealth Management Services
- Estate Planning
- Customer Engagement
- Asset Location
- Affluent
- Academic Writing
- Consulting
- Quantitative Research
- Qualitative Research
- Consumer Behavior
- University Teaching
- Experimental Design
- Survey Design
- Project Management
- Stata
- R (Programming Language)
- Personal Financial Planning
- Asset Allocation
- Retirement Income Strategies
- Certified Financial Planner
- Wealth Management
- Investment Management
- Retirement Planning
- Financial Planning
- Financial Modeling
- Risk Management
- Investment Advisory
- Investments
- Investment Strategies
- Finance
- Portfolio Management
- Asset Management
- Entrepreneurship
- Fiduciary
- Fundamental Analysis
- Quantitative Investing
- Alternative Investment Strategies
- Institutional Investments
- Quantitative Finance
- Registered Investment Advisor
- Data Analysis
- Statistical Data Analysis
- Financial Analysis
- Research
- SAS
- Account Management
- Artificial Intelligence (AI)
- Data Analytics
- Data Science
- FinTech
- Market Research
- People Management
- Statistical Modeling
- Strategic Partnerships
- Survey Research
- Writing
- Technical Analysis
- Net
- Trend Following
- Quantitative Investment Strategies
- Mutual Funds
- Investors
- Options Strategies
- ETFs
- Options
- Bridge
- Hedge Funds
Eric Ludwig Summary
- Eric Ludwig, based in Madison, WI, US, is currently a CEO | Retirement Income Specialist at Stockbridge Private Wealth Management. Eric Ludwig brings experience from previous roles at The American College of Financial Services, Jump - Advisor AI and Investor Behavior Lab. Eric Ludwig holds a 2020 - 2023 Doctor of Philosophy - PhD in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Private Banking, Retirement Solutions, Thought Leadership, Public Speaking, Behavioral Finance and more. Eric Ludwig has 3 emails and 1 mobile phone numbers on RocketReach.
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Eric Ludwig
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