Donald Eric McKenzie
Portfolio Manager-Equities at SBAuer Funds LLC
Profile
Mr. Eric McKenzie is Portfolio Manager & Operations Manager at SBAuer Funds LLC.
He joined SBAuer Funds, LLC in 2009.
Mr. McKenzie has nearly 20 years' experience in the financial services industry.
Prior to joining SBAuer Funds, LLC, Mr. McKenzie served as Vice President of Distribution and Client Services for Huntington Bank.
Mr. McKenzie began his career as an Investment Consultant with Charles Schwab and later with Bank One.
He received his BS degree in History from Ball State University.
Donald Eric McKenzie active positions
| Companies | Position | Start |
|---|---|---|
SBAuer Funds LLC
 SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Portfolio Manager-Equities | 31/10/2009 |
Former positions of Donald Eric McKenzie
| Companies | Position | End |
|---|---|---|
| Bank One | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Donald Eric McKenzie
| Ball State University (Indiana) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
SBAuer Funds LLC
SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Bank One | Finance |
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