Eric Schmitz Email & Phone Number
Director - Public and Private Markets | Institutional Portfolio Manager @ Crescent Grove Advisors
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Eric Schmitz Location
- Milwaukee, WI, US
Eric Schmitz Work
- Director - Public and Private Markets | Institutional Portfolio Manager @ (February 2023 - Present)
- Director - Public Markets @ (December 2021 - March 2023)
- Investment Analyst @ (November 2017 - January 2022)
- Financial Analyst @ (January 2016 - March 2018)
- Director @ (May 2023 - Present)
- Equity Research Associate @ (April 2015 - November 2015)
- Local Merchandising Analyst @ (August 2013 - April 2015)
- Space Management Analyst – New Format Projects @ (January 2013 - August 2013)
- Independent Investment Manager @ Independent Online Brokerage Firm (November 2008 - April 2015)
- Pricing and Corporate Actions Intern @ (June 2011 - March 2012)
- Finance Intern @ Integra Financial Advisory (July 2010 - March 2011)
- Customer Service Associate and Front Desk team member @ (February 2008 - December 2009)
- Site Worker @ Habitat for Humanity (November 2005 - June 2007)
Eric Schmitz Education
- DePaul University
Bachelor of Science (Finance)
2008-2012
Eric Schmitz Skills
- Analysis
- Analytics
- Business Analysis
- Customer Service
- Event Planning
- Finance
- Financial Analysis
- Financial Management
- Financial Planning
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Portfolio Management
- PowerPoint
- Research
- Sales
- Strategic Financial Planning
Eric Schmitz Summary
- Eric Schmitz, based in Milwaukee, WI, US, is currently a Director - Public and Private Markets | Institutional Portfolio Manager at Crescent Grove Advisors. Eric Schmitz brings experience from previous roles at Crescent Grove Advisors and Barrett Upton Capital Partners. Eric Schmitz holds a 2008 - 2012 Bachelor of Science in Finance @ DePaul University. With a robust skill set that includes Analysis, Analytics, Business Analysis, Customer Service, Event Planning and more. Eric Schmitz has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Crescent Grove Advisors Employees
Blake Karls
Director, Investments
Milwaukee, WI, US
Bijal Chikani
Co-Director, National Tax Practice and Strategy
Mount Prospect, IL, US
Gary Gawryleski
Senior Client Advisor
Milwaukee, WI, US
Dave Keevins
Managing Director and Chief Investment Officer
Lake Forest, IL, US
Gregg George
Managing Director
Chicago, IL, US
Nick Kochanski
Managing Director
Lake Forest, IL, US
Mary Tarman
Tax Analyst
Brookfield, WI, US
Shanna V
Senior Financial Analyst
Milwaukee, WI, US
Ethan O'Gradney
Engage Intern
Lake Zurich, IL, US
Lindo Zondo
Financial Analyst
Chicago, IL, US
Kate Nottoli
Director of Corporate and Media Relations
Lake Forest, IL, US
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