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Christopher Eckstrom Email & Phone Number

Portfolio Manager at Crews Bank & Trust / Englewood Bank & Trust
Location: North Port-Sarasota Area, United States, United States 5 work roles 2 schools
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Current company
Crews Bank & Trust / Englewood Bank & Trust
Role
Portfolio Manager
Location
North Port-Sarasota Area, United States, United States

Who is Christopher Eckstrom? Overview

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Quick answer

Christopher Eckstrom is listed as Portfolio Manager at Crews Bank & Trust / Englewood Bank & Trust, based in North Port-Sarasota Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Christopher Eckstrom.

Christopher Eckstrom previously worked as Treasury Management at Clerk Of The Circuit Court And County Comptrollers Office and Senior Portfolio Manager, Vice President, Active Fixed Income Strategies at Comerica Bank. Christopher Eckstrom holds Master Of Business Administration (M.B.A.), Accounting And Finance from St. Bonaventure University.

Profile bio

About Christopher Eckstrom

Accomplished Financial Leader and Investment Manager with record of growth in assets under management based on strong portfolio performance and disciplined investing process. Expertise in fixed income asset management of tax-exempt and taxable securities for institutional and high net worth clients. Integral part of a three-person team that grew assets under management from zero to $1.9 billion over seven years. Passed Series 65 Investment Adviser Law Exam, 2016.Areas of ExpertiseTrading | Portfolio Construction | Security Analysis | Asset Allocation | Credit Analysis | High Yield | Client Marketing & Research | Portfolio Guidelines | Industry Expertise | Negotiation | Team Leadership

Listed skills include Portfolio Management, Fixed Income, Asset Management, Mutual Funds, and 10 others.

Current workplace

Christopher Eckstrom's current company

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Crews Bank & Trust / Englewood Bank & Trust
Crews Bank & Trust / Englewood Bank & Trust
Portfolio Manager
5 roles · 19 years

Christopher Eckstrom work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Crews Bank & Trust / Englewood Bank & Trust
Jan 2021 - Present

Treasury Management

Clerk Of The Circuit Court And County Comptrollers Office
2019 - Jan 2021

Senior Portfolio Manager, Vice President, Active Fixed Income Strategies

Dallas, TX, US

As part of a three-person team, helped to create the active fixed income group within Comerica Asset Management. Assets under management went from zero to $1 billion within three years, closing at just over $1.9 billion.-Consistently built and managed portfolios that exceeded their assigned Barclay’s index.-Actively developed new business by meeting with.

2007 - 2017 ~10 yrs

Senior Portfolio Manager, Director Of Municipal Strategies

US

Responsible for strategy development and active management of approximately $1 billion in tax-exempt products.-Effectively leveraged trading relationships with the broker dealer community to manage all high profile and all high yield municipal accounts.-Elevated sales performance by developing and presenting customized products and recommendations for.

Apr 2006 - Nov 2007

Senior Portfolio Manager, Vice President, Columbia Management

Charlotte, NC, US

Responsible for the management of five tax-exempt mutual funds totaling $1.5 billion in assets. Also, two tax-exempt common trust funds and one individual account totaling $240 million in assets with an emphasis on tax-exempt securities in Virginia and Florida.-Executed all trades for assigned accounts using a relative value approach to security selection..

Oct 2000 - Feb 2006
2 education records

Christopher Eckstrom education

Master Of Business Administration (M.B.A.), Accounting And Finance

St. Bonaventure University

B.S. Aeronautical Science

Embry-Riddle Aeronautical University
FAQ

Frequently asked questions about Christopher Eckstrom

Quick answers generated from the profile data available on this page.

What company does Christopher Eckstrom work for?

Christopher Eckstrom works for Crews Bank & Trust / Englewood Bank & Trust.

What is Christopher Eckstrom's role at Crews Bank & Trust / Englewood Bank & Trust?

Christopher Eckstrom is listed as Portfolio Manager at Crews Bank & Trust / Englewood Bank & Trust.

Where is Christopher Eckstrom based?

Christopher Eckstrom is based in North Port-Sarasota Area, United States, United States while working with Crews Bank & Trust / Englewood Bank & Trust.

What companies has Christopher Eckstrom worked for?

Christopher Eckstrom has worked for Crews Bank & Trust / Englewood Bank & Trust, Clerk Of The Circuit Court And County Comptrollers Office, Comerica Bank, Sovereign Advisers, and Bank Of America.

How can I contact Christopher Eckstrom?

You can use AeroLeads to view verified contact signals for Christopher Eckstrom at Crews Bank & Trust / Englewood Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Christopher Eckstrom attend?

Christopher Eckstrom holds Master Of Business Administration (M.B.A.), Accounting And Finance from St. Bonaventure University.

What skills is Christopher Eckstrom known for?

Christopher Eckstrom is listed with skills including Portfolio Management, Fixed Income, Asset Management, Mutual Funds, Banking, Credit Analysis, Investments, and Municipal Bonds.

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