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Eric Engstrom, Cima® Email & Phone Number

Investment Portfolio Manager at First Business Bank
Location: Madison, Wisconsin, United States 5 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
First Business Bank
Role
Investment Portfolio Manager
Location
Madison, Wisconsin, United States
Company size
314 employees

Who is Eric Engstrom, Cima®? Overview

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Quick answer

Eric Engstrom, Cima® is listed as Investment Portfolio Manager at First Business Bank, a with 314 employees, based in Madison, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Eric Engstrom, Cima®.

Eric Engstrom, Cima® previously worked as Vice President, Investment Portfolio Manager at First Business Bank and Director, Investment Management at Central Wealth Management. Eric Engstrom, Cima® holds Certified Investment Management Analyst from Investment Management Consultants Association.

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Email format at First Business Bank

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First Business Bank

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Profile bio

About Eric Engstrom, Cima®

In March 2022, I joined First Business Bank as Vice President-Investment Portfolio Manager out of their Madison office. As a part of our investment committee, I work with our other Portfolio Managers to optimize our investment portfolios and expand our offerings, then working with clients to implement those strategies.

Current workplace

Eric Engstrom, Cima®'s current company

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First Business Bank
First Business Bank
Investment Portfolio Manager
madison, wisconsin, united states
Website
firstbusiness.com
Employees
314
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Company profile
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5 roles

Eric Engstrom, Cima® work experience

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

Vice President, Investment Portfolio Manager

Current
First Business Bank

401 Charmany Drive, Madison Wi

Mar 2022 - Present

Director, Investment Management

Central Wealth Management

Madison, Wisconsin Area

My role is to construct and maintain appropriate investment portfolios for a variety of goals and strategies. Based on thorough analysis, both quantitative and qualitative, I can help determine asset allocations that perform efficiently compared to carefully determined benchmarks.

Feb 2017 - Mar 2022

Financial Services Professional

Nylife Securities Llc

999 Fourier Dr., Madison, Wi 53717

Jun 2014 - Jan 2017

Physics/Astronomy Teacher

Wayland Academy

I have spent my time at Wayland Academy teaching high school science, ranging from chemistry and physics to starting my own astronomy curriculum. Besides teaching, I have acted as a varsity coach for basketball and football, provided dorm supervision, and served as the mentoring adult for students.

Aug 2012 - Aug 2014
Team & coworkers

Colleagues at First Business Bank

Other employees you can reach at firstbusiness.com. View company contacts for 314 employees →

BD Bong Dela Cruz Bong Dela Cruz Colleague at First Business BankWinnipeg, Manitoba, Canada View → JH Josh Hoesch Josh Hoesch Colleague at First Business BankMadison, Wisconsin, United States View → RB Rachelle Bessert Rachelle Bessert Colleague at First Business BankValders, Wisconsin, United States View → KF Kari Fritz Kari Fritz Colleague at First Business BankGreater Madison Area, United States View → JB Jim Borchert Jim Borchert Colleague at First Business BankUnited States View → AD Ashlie Dedolph Ashlie Dedolph Colleague at First Business BankGreater Madison Area, United States View → TC Terry C. Terry C. Colleague at First Business BankBelfast Metropolitan Area, United Kingdom View → EG Entela Gaxha Entela Gaxha Colleague at First Business BankGreater Madison Area, United States View → LH Lauren Hankins, Cpp, Shrm-Cp Lauren Hankins, Cpp, Shrm-Cp Colleague at First Business BankMadison, Wisconsin, United States View → V( Vincenza (Jenny) Martoccia Vincenza (Jenny) Martoccia Colleague at First Business BankGreater Chicago Area, United States View →
3 education records

Eric Engstrom, Cima® education

Certified Investment Management Analyst

Investment Management Consultants Association

Completed CIMA Executive Program provided through Sloan School of Management, Massachusettes Institute of Technology

Education record

Apple Valley High School
FAQ

Frequently asked questions about Eric Engstrom, Cima®

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

What company does Eric Engstrom, Cima® work for?

Eric Engstrom, Cima® works for First Business Bank.

What is Eric Engstrom, Cima®'s role at First Business Bank?

Eric Engstrom, Cima® is listed as Investment Portfolio Manager at First Business Bank.

Where is Eric Engstrom, Cima® based?

Eric Engstrom, Cima® is based in Madison, Wisconsin, United States while working with First Business Bank.

What companies has Eric Engstrom, Cima® worked for?

Eric Engstrom, Cima® has worked for First Business Bank, Central Wealth Management, Nylife Securities Llc, Wayland Academy, and Astrocamp.

Who are Eric Engstrom, Cima®'s colleagues at First Business Bank?

Eric Engstrom, Cima®'s colleagues at First Business Bank include Bong Dela Cruz, Josh Hoesch, Rachelle Bessert, Kari Fritz, and Jim Borchert.

How can I contact Eric Engstrom, Cima®?

You can use AeroLeads to view verified contact signals for Eric Engstrom, Cima® at First Business Bank, including work email, phone, and LinkedIn data when available.

What schools did Eric Engstrom, Cima® attend?

Eric Engstrom, Cima® holds Certified Investment Management Analyst from Investment Management Consultants Association.

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