Eric Engstrom, Cima®

Eric Engstrom, Cima® Email and Phone Number

Investment Portfolio Manager @ First Business Bank
madison, wisconsin, united states
Eric Engstrom, Cima®'s Location
Madison, Wisconsin, United States, United States
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.

Eric Engstrom, Cima®'s Current Company Details
First Business Bank

First Business Bank

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Investment Portfolio Manager
madison, wisconsin, united states
Website:
firstbusiness.com
Employees:
314
Eric Engstrom, Cima® Work Experience Details
  • First Business Bank
    Vice President, Investment Portfolio Manager
    First Business Bank Mar 2022 - Present
    401 Charmany Drive, Madison Wi
    View
  • Central Wealth Management
    Director, Investment Management
    Central Wealth Management Feb 2017 - Mar 2022
    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.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Jun 2014 - Jan 2017
    999 Fourier Dr., Madison, Wi 53717
    View
  • Wayland Academy
    Physics/Astronomy Teacher
    Wayland Academy Aug 2012 - Aug 2014
    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.
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  • Astrocamp
    Instructor
    Astrocamp Aug 2011 - Aug 2012
    View

Eric Engstrom, Cima® Education Details

  • Investment Management Consultants Association
    Investment Management Consultants Association
    Certified Investment Management Analyst
  • Macalester College
    Macalester College
    Physics And Astronomy
    View
  • Apple Valley High School
    Apple Valley High School

Frequently Asked Questions about Eric Engstrom, Cima®

What company does Eric Engstrom, Cima® work for?

Eric Engstrom, Cima® works for First Business Bank

What is Eric Engstrom, Cima®'s role at the current company?

Eric Engstrom, Cima®'s current role is Investment Portfolio Manager.

What schools did Eric Engstrom, Cima® attend?

Eric Engstrom, Cima® attended Investment Management Consultants Association, Macalester College, Apple Valley High School.

Who are Eric Engstrom, Cima®'s colleagues?

Eric Engstrom, Cima®'s colleagues are Kevin Wiler, Madeline Kuhl, Pauline Hittesdorf, Joseph Archer, Robert Reagan, Gary Hepner, Mary Mckilligin.

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