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.
