The investment committee members meet monthly to determine the risk/reward of the FWA asset class outlooks. All members provide a blind submission for each of the 20 tracked asset classes. These ratings are then used to determine any modification(s) necessary to keep the FWA managed portfolios within the acceptable range for risk and performance measures.
As the Senior Portfolio Manager, Eric leverages his passion and experience investing in the global financial markets to manage diversified, multi-asset portfolios to help our clients pursue their financial goals. He leads the firm's Investment Committee to determine investment strategy, drive research and construct portfolios with a keen focus on managing risk on behalf of our clients. Eric is a firm believer in financial education and leads a number of initiatives to enhance the knowledge of our clients on the ever increasing complexity of investing in the financial markets.
Prior to joining Freedom Wealth Alliance in 2016, Eric was a Vice President and Senior Portfolio Analyst at Robert W. Baird & Company.
In this role, he assisted in the portfolio management of the firm's discretionary, multi-asset portfolios and performed the due diligence on investment managers across a variety of asset classes and alternative strategies.
Eric received his Bachelor of Business Administration degree from the University of Wisconsin - Madison and his Master of Business Administration degree, finance specialization, from Marquette University. Eric is a CFA Charterholder.
Since my beginning as a Financial Professional, I’ve believed advising is about more than money – It’s the service of helping real people find the purpose and contentment they seek from a strong financial foundation. With this client centric approach, I spent the next 30 years seeking to build and refine a collaborative team of professionals that embody the high standards I felt clients deserved. Freedom Wealth Alliance, a Registered Investment Advisory Firm was born.
The Alliance of shared talent, complimentary skills and a mission to change people’s lives. We now offer this advanced service platform to other financial advisors who strive for excellence in their field.
Darren is dedicated to helping his clients work toward financial independence and freedom. He remains focused on his clients and to guiding their financial situation so they can pursue their dreams and enjoy their true passions in life. In an addition to helping individuals, Darren also handles corporate accounts and church endowment funds. Over the years, Darren has proven himself a successful and respected advisor.
Darren obtained a Bachelor of Science degree in business administration. He began his professional career in financial services in 1998 at Strong Capital Management, continuing his learning at JPMorgan Chase Private Client Services. Darren moved to the Registered Independent Advisor terrain as he evolved into more than just an investment manager. Darren strives for a deeper client connection, providing risk management strategies, and customized strategies tailored to his clients’ goals and objectives. Darren holds his Series 7 and 66 registrations through LPL Financial, and has Life and Health Insurance licenses. Darren also achieved his Chartered Retirement Planning Counselor SM - CRPC® & Behavioral Financial Advisor™ - BFA™ designations.