Eric Paul Halverson
Analyst-Equity at Envestnet Asset Management, Inc.
Profile
Mr. Eric P.
Halverson, CFA, is a Senior Investment Analyst at Envestnet Asset Management, Inc. Within this role, he conducts qualitative and quantitative due diligence on fixed income and ESG separate account and mutual fund investment managers.
Prior to transitioning to his current position, Mr. Halverson was a Senior Portfolio Specialist at Envestnet where he worked with broker-dealers and investment advisors to implement client portfolio strategies, while also supporting department management in trade-related inquiries.
Mr. Halverson holds a B.B.A.
degree in Finance from the University of Wisconsin at Whitewater and a Master’s in Science of Finance degree with a specialization in Financial Analysis and Management from the University of Colorado at Denver.
Mr. Halverson has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Colorado.
Eric Paul Halverson active positions
| Companies | Position | Start |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Analyst-Equity | 2011-01-31 |
Training of Eric Paul Halverson
| University of Wisconsin-Whitewater | Undergraduate Degree |
| University of Colorado Denver | Graduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
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