Eric Larson

Eric Larson Email and Phone Number

Vice President of Investment Solutions at RFG Advisory @ RFG Advisory
Eric Larson's Location
Birmingham, Alabama, United States, United States
Eric Larson's Contact Details

Eric Larson work email

Eric Larson personal email

About Eric Larson

After 30 years on Wall Street as an Institutional Trader, I relocated to Birmingham in late 2020 and joined RFG Advisory. Energized by the opportunity to put my talent and experience to work in an entrepreneurial environment, I assumed the role of Head of Institutional Trading on the Bluemonte Investment team. Prior to joining RFG, I spent a decade as a Senior Equity Trader for Invesco (formerly OppenheimerFunds). Before Invesco I held Senior Equity Trading positions at RS Investments, Guardian Life and Gabelli Assent Management. RFG Advisory's Bluemonte investment platform provides the unique opportunity for our retail advisors to invest with an institutional quality investment team. I am impassioned to bring the trading experience I provided to the worlds top investment professionals to our advisors and their clients.Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

Eric Larson's Current Company Details
RFG Advisory

Rfg Advisory

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Vice President of Investment Solutions at RFG Advisory
Eric Larson Work Experience Details
  • Rfg Advisory
    Vice President Of Investment Solutions
    Rfg Advisory Dec 2023 - Present
    Birmingham, Alabama, United States
    I am grateful for this amazing opportunity and so excited to help take @RFGadvisory to the next level for our advisors!
  • Rfg Advisory
    Head Of Institutional Trading
    Rfg Advisory Dec 2020 - Dec 2023
    Birmingham, Alabama, United States
    Lead the trading functions for RFG Advisory's Steadfast investment platform enabling our retail advisors to experience an institutional quality investment experience.
  • Invesco Us
    Senior Equity Trader
    Invesco Us May 2009 - Dec 2019
    Greater New York City Area
    I accurately and expeditiously provide trade execution of domestic and international equities for a management team with portfolios valued at $28B. To drive the expedient and informed execution of services in a highly competitive market, I develop and foster strong key relationships with the broker dealer community. In addition, I also monitor and respond to real time market trends, assess risks, and continuously protect client investments. Key Achievements: ➟ Facilitated daily start-of-business research meetings with 14 Portfolio Managers and Analysts to ensure team remained abreast of relevant news and to advise each on relevant trading strategies. ➟ Consistently garnered, analyzed, and effectively communicated fundamental, technical, and quantitative analysis to Portfolio Managers to drive continued alpha generation and profitable trades.➟ Utilized pre- and post-trade analysis of execution costs across multiple benchmarks to better interpret and minimize transaction costs.
  • Oppenheimerfunds
    Senior Equity Trader
    Oppenheimerfunds May 2009 - May 2019
    Greater New York City Area
    Aquired by Invesco
  • Rs Investments
    Senior Equity Trader
    Rs Investments May 2006 - May 2009
    Greater New York City Area
    I established and directed all New York trading operations for a high-performance diversified portfolio management team. Key Achievements: ➟ Managed various orders simultaneously in fast-paced, high-pressure environment. ➟ Spearheaded development of comprehensive block and program trading strategies for active and index funds, subsequently increasing client satisfaction and company revenues.

Eric Larson Skills

Equity Trading Equities Financial Markets Securities Electronic Trading Mutual Funds Investment Management Portfolio Management Investments Asset Management Bloomberg Trading Systems Program Trading Us Equities Charles River Ims Strong Multi Tasking Skills Hedge Funds Financial Services Trading Strategies Investment Strategies Financial Transactions Relationship Building Market Data Asset Allocation Electronic Trading Systems Institutional Investments Exchange Connectivity Financial Modeling Financial Analysis Client Relations Organization Skills Relationship Development Microsoft Office Intrapersonal Skills Communication Market Making Skilled Multi Tasker Buy Side Capital Markets Trading Equity Research Interpersonal Skills Travel Travel Arrangements Leadership Finance Teamwork

Eric Larson Education Details

Frequently Asked Questions about Eric Larson

What company does Eric Larson work for?

Eric Larson works for Rfg Advisory

What is Eric Larson's role at the current company?

Eric Larson's current role is Vice President of Investment Solutions at RFG Advisory.

What is Eric Larson's email address?

Eric Larson's email address is ej****@****ail.com

What schools did Eric Larson attend?

Eric Larson attended Fordham University.

What skills is Eric Larson known for?

Eric Larson has skills like Equity Trading, Equities, Financial Markets, Securities, Electronic Trading, Mutual Funds, Investment Management, Portfolio Management, Investments, Asset Management, Bloomberg, Trading Systems.

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