Eric McNew has an array of experience within different roles in the financial industry. As a Portfolio Strategist, he enjoys working with advisors to create and manage client portfolios that meet specific objectives. He is driven by a desire to connect his love for investment research with helping clients achieve success. He actively seeks to assist advisors with client portfolios so clients can focus on what matters most.

Eric works closely with advisors to gain a deep understanding of each client’s unique goals, financial situation, and risk tolerance. Through this relationship, they can deliver advice tailored for each of their clients.