Eric Ramos, CFA®
Managing Director
Eric focuses on providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring for endowment, foundation and nonprofit clients. He is a member of the firm’s Investment Committee and Capital Markets Team. Eric joined the firm in 2013 as a Service Associate. Eric graduated with a BS in Financial Counseling and Planning from Purdue University. He is a CFA® charterholder and member of the CFA Society of Chicago.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
