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Eric R. Schmitz
Analyst-Equity at Crescent Grove Advisors LLC
Profile
Mr. Eric R.
Schmitz, CFA, is an Director of Public Markets at Crescent Grove Advisors LLC.
He is a member of the Crescent Grove Investment Committee.
In collaboration with the firm’s Chief Investment Officer and other members of the Investment Committee, he provides tailored investment research to build and maintain a high quality, open architecture investment platform.
In addition to his work on the Investment Committee, he consults with Advisors internally to build personalized, comprehensive portfolios for ultra-high net worth and institutional clients.
Prior to joining Crescent Grove Advisors as a Financial Analyst, he was a Research Associate at William Blair examining companies in the Consumer Staples industry.
In this role, he supported the investment research process by conducting financial statement analysis, building financial models and issuing investment recommendations.
Prior to his role at William Blair, he held analyst positions in the retail and wealth management industries.
He graduated from DePaul University in Chicago with a BS in finance with a minor in accounting.
He attained the CFA designation in August 2017 and is a member of the CFA Society of Chicago.
Eric R. Schmitz active positions
Companies | Position | Start |
---|---|---|
Crescent Grove Advisors LLC
![]() Crescent Grove Advisors LLC Investment ManagersFinance Crescent Grove Advisors LLC (CGA) is a SEC-registered investment advisor and wealth management firm headquartered in Lake Forest, Illinois. The firm was founded in 2015 by David Keevins and is a wholly-owned subsidiary of Crescent Grove Holdings LLC. CGA offers integrated wealth management and family office services to high-net worth, institutional and retail clients. | Analyst-Equity | 31/12/2015 |
Former positions of Eric R. Schmitz
Companies | Position | End |
---|---|---|
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Equity | 30/11/2015 |
Lifetime Fitness Club
![]() Lifetime Fitness Club Other Consumer ServicesConsumer Services Lifetime Fitness Club operates as a gym and provides fitness services. | Corporate Officer/Principal | - |
Option Care Home Care, Inc.
![]() Option Care Home Care, Inc. Drugstore ChainsRetail Trade Part of Option Care Health, Inc., Option Care Home Care, Inc. is an American company that provides home care services. It is unclear where the company is located. | Corporate Officer/Principal | - |
Training of Eric R. Schmitz
DePaul University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Option Care Home Care, Inc.
![]() Option Care Home Care, Inc. Drugstore ChainsRetail Trade Part of Option Care Health, Inc., Option Care Home Care, Inc. is an American company that provides home care services. It is unclear where the company is located. | Retail Trade |
Lifetime Fitness Club
![]() Lifetime Fitness Club Other Consumer ServicesConsumer Services Lifetime Fitness Club operates as a gym and provides fitness services. | Consumer Services |
Crescent Grove Advisors LLC
![]() Crescent Grove Advisors LLC Investment ManagersFinance Crescent Grove Advisors LLC (CGA) is a SEC-registered investment advisor and wealth management firm headquartered in Lake Forest, Illinois. The firm was founded in 2015 by David Keevins and is a wholly-owned subsidiary of Crescent Grove Holdings LLC. CGA offers integrated wealth management and family office services to high-net worth, institutional and retail clients. | Finance |
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