Eric J. Letendre, Cfa Email & Phone Number

Louisville, Kentucky, United States

Charleston, West Virginia, United States

Charleston, West Virginia Area

Investment manager with a focus on the creation of tailored portfolios geared for the maximization of return and minimization of risk to help clients successfully and consistently achieve their financial goals. From a unique top-down analysis of the US and global business cycles to asset allocation and fundamental bottom-up analysis of individual investments in global equities, fixed income, structured products, currencies, commodities and alternatives (private equity and hedge funds), this approach has shown consistently superior results.

Worcester, Ma

Responsible for managing assigned portfolios, performing maintenance of performance composite and detail and developing and preparing new business and client presentations. Manage assigned port-folios adhering to internal policies and strategies and regulatory guidelines. Communicate with clients to review their portfolio, confirm investment objectives and discuss the basis for portfolio decisions to maintain client satisfaction. Participate in the formulation of investment policies. Participate in investment committees to formulate investment strategies for both equity and fixed income. Perform ongoing maintenance of the performance composite and account investment performance detail.

Melvin Village, Nh

Provide investment advice and portfolio management services to high net worth individuals in the Lakes Region of New Hampshire.

Plymouth, Nh

Teaching undergraduate courses in finance and business along with personal financial management.

Boston, Ma

Manage investment portfolios for high net worth individuals and provide wealth management advice to clients in the New England region.

Greater Boston Area

Manage investment portfolios for high net worth individuals.

Boston, Ma

Manage mutual funds, trust accounts and institutional fixed income portfolios for bank clients.

Mba, Finance

Ba, History

Activities and Societies: Foreign Student Society, Rugby ClubDistinguished Military Graduate, Dean's List