Eric Macvittie
Private Wealth Management - Investment Portfolio Manager
We found the following information about Eric Macvittie at Ghp Investment Advisors, Inc., where the professional has worked as a Investmet Analyst and Financial Planner since 2017. Eric's total work experience is over 11 years, during which time this expert had at least three jobs at different places to develop skills. Eric attended school at the College For Financial Planning from 2015 to 2016. They have the following certificates: Chartered Financial Analyst (Cfa), Certified Financial Planner, Chartered Financial Analyst Designation (Cfa), 2014 Level Iii Cfa Candidate, and Cfa Institute. Eric Macvittie can be found in Denver, Colorado – where this expert is currently located. You can contact with Eric by searching for phone number or email address or find additional information by requesting access to their details.
Name variants:
Erik Macvittie,
Erick Macvittie,
Rick Macvittie,
Ricky Macvittie
Last updated May 11, 2024
Contact Information
Workplace
Investmet Analyst and Financial Planner
Denver, CO
Industry
Investment Management, Accounting/Auditing/Bookkeeping, Accounting/Auditing/Bookkeeping Investment Advisory Service Business Services, Offices of Certified Public Accountants
Colleagues
Work History
Investmet Analyst and Financial Planner
1290 Broadway SUITE 1100, Denver, CO 80203
Jul 2017 — May 2019
Private Wealth Management - Investment Portfolio Manager
800 Nicollet Mall, Minneapolis, MN 55402
Work closely with individual and trust clients, managing investment assets in accordance with established investment objectives and strategies.
from May 2019
Education
2015 — 2016
2016 — 2016
2012 — 2014
2005 — 2008
Occupations
Financial Broker
Portfolio Manager
Financial Planner
Analyst
Accountant
Finance and Accounting Specialist
Investment Analyst
Financial Analyst
Financial Management Analyst
Financial Services Sales Agent
Analysts
Accounting Bookkeeper
Bookkeeper
Skills
Portfolio Management
Series 7
Investments
Wealth Management
Finance
Asset Allocation
Customer Service
Financial Analysis
Organization and Prioritization Skills
Market Research
Follow Through Skills
Alternative Investments
Financial Markets
Investment Strategies
Etfs
Securities
Equities
Financial Advisory
Investment Advisory
Retention Management
Business Development
Series 6
Insurance
Corporate Finance
Equity Research
Fixed Income Analysis
Derivatives
Quantitative Finance
Securities Market
Economics
Financial Reporting
Bonds
Mutual Funds
Loans
Equity Valuation
Hedge Funds
Retirement Planning
Business Valuation
Mergers
Equity Trading
Asset Management
Valuation
Fundamental Analysis
Tactical Asset Allocation
401K Rollovers
Securities Lending
Financial Services
Retirement
Investment Policy Statements
Wealth Management Services
FAQs about Eric Macvittie
What's the main profession of Eric Macvittie?
The expert is a Private Wealth Management - Investment Portfolio Manager.
What are the main profession of The professional?
These person's professions are Financial Broker and Portfolio Manager
Where is Eric Macvittie located?
The expert is located in Denver, Colorado.
Where did Eric Macvittie work?
Eric Macvittie worked at Ghp Investment Advisors, Inc., U.s. Bank.
Where has Eric Macvittie studied?
Eric studied at the College For Financial Planning from 2015 to 2016.
What are the certifications of Eric Macvittie?
The expert received the following certifications: Chartered Financial Analyst (Cfa), Certified Financial Planner, Chartered Financial Analyst Designation (Cfa), and 2014 Level Iii Cfa Candidate.
What is professional industry that Eric Macvittie worked in?
Eric Macvittie works in Financial Services industry.
What are the skills of Eric Macvittie?
Eric Macvittie has the following skills: Portfolio Management, Series 7, Investments, Wealth Management, Finance, Asset Allocation, Customer Service, and Financial Analysis.