Eric Dahlberg
Analyst-Equity at Plante Moran Financial Advisors LLC
Profile
Mr. Eric S.
Dahlberg, CFA MBA, is a Manager at Plante Moran Financial Advisors LLC.
He is also Senior Research Analyst of the firm and leads the research and due diligence efforts related to equity strategies, and serving as a technical resource for internal and external clients on global equity markets.
He has over 15 years of financial industry experience in advising, due diligence, and client service.
He specializes in providing thoughtful guidance and customized recommendations related to equity strategies across the market cap spectrum and geography.
Mr. Dahlberg was previously employed as Assistant Vice President by United Bank & Trust, Senior Mutual Fund Accountant by The Bank of New York Mellon Corp., and Financial Advisor by The Charles Schwab Corp.
He holds a BA in international relations from Michigan State University and an MBA in finance from the Crummer Graduate School of Business at Rollins College.
Eric Dahlberg active positions
| Companies | Position | Start |
|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Analyst-Equity | 2011-12-31 |
Former positions of Eric Dahlberg
| Companies | Position | End |
|---|---|---|
United Bank & Trust
 United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Portfolio Manager-Equities | 2011-12-30 |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 2006-07-30 |
| CHARLES SCHWAB | Corporate Officer/Principal | 2001-09-29 |
Training of Eric Dahlberg
| Rollins College (Florida) | Masters Business Admin |
| Michigan State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
| CHARLES SCHWAB | Finance |
| Private companies | 2 |
|---|---|
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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