Eric Simpson

Eric joined the firm in 2008 and is an investment strategist in the Portfolio Strategies Group. He is responsible for analyzing and developing investment strategies for clients and prospects, supporting investment advisory efforts across the country, assisting in the creation of customized portfolios designed to meet specific cash flow needs, and providing general analytical support to the firm’s trading desk. He also speaks at industry conferences and client seminars, presenting strategy and investment considerations for fixed income portfolios.

Prior to his current role, Eric worked within the investment accounting department and, more recently, co-led the analyst pool program at the firm.