Eric Dahlberg
Analyst-Equity at Plante Moran Financial Advisors LLC
Eric Dahlberg active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Portfolio Manager-Equities | 2022-12-31 | - |
Career history of Eric Dahlberg
Former positions of Eric Dahlberg
| Companies | Position | Start | 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 | 2006-07-31 | 2011-12-30 |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 2006-07-30 | 2006-07-30 |
| CHARLES SCHWAB | Corporate Officer/Principal | 2001-09-29 | 2001-09-29 |
Training of Eric Dahlberg
| Rollins College (Florida) | Masters Business Admin |
| Michigan State University | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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