Profil
Mr. Eric B. Haase, CFA, is a Senior Portfolio Manager at Breckinridge Capital Advisors, Inc. In his role, he is responsible for the day-to-day management and monitoring of client portfolios.
He joined the firm in January 2016 and has over 19 years of investment industry experience.
Prior to Breckinridge, Mr. Haase was a portfolio manager for SCS Financial, where he focused on managing tax-exempt separate accounts as well as conducting manager research across fixed income sectors.
Mr. Haase holds a BA from the University of Massachusetts Amherst and is a member of the CFA Institute.
Postes actifs de Eric Bryan Haase
| Sociétés | Poste | Début |
|---|---|---|
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Portfolio Manager-Fixed Income | 01/01/2016 |
Anciens postes connus de Eric Bryan Haase
| Sociétés | Poste | Fin |
|---|---|---|
SCS Financial Services LLC
SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC is an active manager. | Corporate Officer/Principal | 01/01/2016 |
Formation de Eric Bryan Haase
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| Entreprise privées | 3 |
|---|---|
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Finance |
University of Massachusetts
University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SCS Financial Services LLC
SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC is an active manager. | Finance |
















