Eric began his career trading equity options on the floor of the Chicago Board Options Exchange in 1997 where he learned the power and protective attributes of derivative instruments. Shortly after leaving the Chicago trading pits for a trading floor at Conseco Capital, Eric worked with fixed-income veterans managing over $35 billion on behalf of institutional investors. After plenty of cold winters in the Midwest, Eric accepted an offer and moved to South Florida. Here, he worked for a boutique RIA and Hedge Fund firm, Levitt Capital Management, as an Equity and Fixed-Income Analyst.
He was later offered the role of Portfolio Manager/Analyst for Gibraltar Private Bank & Trust. During this time, Eric obtained a Chartered Financial Analyst designation from the CFA Institute. After many years on the “buy side” of the financial industry, Eric had the opportunity to work on the “sell side” at JVB Financial covering institutional and RIA clients for fixed-income securities.
After covering many institutional and RIA clients, Eric was offered an opportunity at a start-up RIA named Sound Income Strategies as their Chief Investment Officer in 2015. While at Sound Income, Eric developed all of the firms' income-based strategies, value equity strategy and managed the firm's income-based ETF with the ticker FXED. FXED was a top performer in its peer group earning a 5 star rating from Morning Star and was the top ETF in its category out of 150 peer group ETF's during 2023. Eric helped build Sound Income Strategies from a start-up RIA into a firm with over $3 billion in assets under management over a 10 year period.
With many decades of experience in portfolio management, security analysis and trading, Eric has developed many strategies in income and growth to help meeting client goals when navigating financial markets.
