Eric Zhou
Portfolio Manager-Equities at Neuberger Berman Investment Advisers LLC
Profile
Mr. Eric Zhou is a Portfolio Manager & Senior Vice President at Neuberger Berman Investment Advisers LLC.
He joined the firm in 2016 and has over 11 years of industry experience.
He is an Associate Portfolio Manager for the Option Group at the firm, where he is focused on the implementation of investment strategy, quantitative research, and derivative strategy modeling related to the firm’s option and volatility based strategies.
Before joining Neuberger Berman, he was a Research Analyst at Horizon Kinetics where he worked primarily on derivatives- related research, and also supported the Firm’s broader research efforts.
Previously, he worked for UBS Wealth Management.
He received a BS degree from the Carroll School of Management at Boston College and an MA degree in the Mathematics of Finance from Columbia University.
Eric Zhou active positions
| Companies | Position | Start |
|---|---|---|
Neuberger Berman Investment Advisers LLC
 Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted its present name on January 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Portfolio Manager-Equities | 2021-11-30 |
Former positions of Eric Zhou
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 2013-12-30 |
Kinetics Asset Management LLC
 Kinetics Asset Management LLC Investment ManagersFinance Kinetics Asset Management LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Horizon Kinetics LLC. Kinetics Asset Management was formed in 2011, and is the successor entity of Kinetics Asset Management, Inc., which was formed in 1996. Kinetics Asset Management offers general discretionary investment advisory services to registered mutual funds, retail and institutional separate accounts, model delivery programs, a private fund and UCITS funds. | Analyst-Equity | - |
Horizon Kinetics Asset Management LLC
 Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is the SEC-registered investment management subsidiary of Horizon Kinetics LLC in the US. The firm was founded in 1994 as Horizon Asset Management LLC by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. Headquartered in New York City, HKAM manages separately managed accounts, open-ended and closed-ended investment companies, an exchange traded fund and private funds for a wide variety of clients. | Analyst-Equity | - |
Training of Eric Zhou
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| The Carroll School | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is the SEC-registered investment management subsidiary of Horizon Kinetics LLC in the US. The firm was founded in 1994 as Horizon Asset Management LLC by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. Headquartered in New York City, HKAM manages separately managed accounts, open-ended and closed-ended investment companies, an exchange traded fund and private funds for a wide variety of clients. | Finance |
Kinetics Asset Management LLC
Kinetics Asset Management LLC Investment ManagersFinance Kinetics Asset Management LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Horizon Kinetics LLC. Kinetics Asset Management was formed in 2011, and is the successor entity of Kinetics Asset Management, Inc., which was formed in 1996. Kinetics Asset Management offers general discretionary investment advisory services to registered mutual funds, retail and institutional separate accounts, model delivery programs, a private fund and UCITS funds. | Finance |
Neuberger Berman Investment Advisers LLC
Neuberger Berman Investment Advisers LLC Investment ManagersFinance Neuberger Berman Investment Advisers, Inc. (NBIA) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted its present name on January 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds. | Finance |
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