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Eric Fortin, Cfa Email & Phone Number

Strategy Director at Wellington Management
Location: Greater Boston, United States, United States 5 work roles 3 schools
1 work email found @schwab.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@schwab.com
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Current company
Wellington Management
Role
Strategy Director
Location
Greater Boston, United States, United States
Company size
3601 employees

Who is Eric Fortin, Cfa? Overview

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Quick answer

Eric Fortin, Cfa is listed as Strategy Director at Wellington Management, a company with 3601 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Eric Fortin, Cfa.

Eric Fortin, Cfa previously worked as Strategy & Product Development at Charles Schwab and Office of the CEO at Charles Schwab. Eric Fortin, Cfa holds Master Of Business Administration (Mba) from University Of Michigan.

Company email context

Email format at Wellington Management

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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Eric Fortin, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Eric Fortin, Cfa

Investment management executive with 14 years of industry experience across strategy, product, and investment roles. Proven track record of driving company growth at scale and working with C-suite executives, corporate boards, and institutions to solve complex financial, operational, technological, and strategic challenges.Current Focus:Leading the buildout of Schwab's alternative investments business by developing innovative private market solutions in private credit, private equity, and real estate, along with scalable distribution strategies for private wealth and retail.Specialties:• Corporate/Business Strategy & Development (firm-wide strategic initiatives, M&A, JVs, strategic partnerships)• Product Strategy & Development (passive/active ETFs, SMAs, CITs, evergreen funds, drawdown funds)• Private Markets/Alternative Investments (private credit, private equity, real estate, VC, infrastructure)• Distribution Channel Strategy (institutional, intermediary, private wealth, retail)Skills: Strategy Development, Market Entry/GTM Strategy, Competitive Intelligence, Market Research/Sizing, Client Segmentation, Financial Analysis, M&A Due Diligence, Strategic Partnerships, C-Suite/Executive Advisory

Listed skills include Investment Management, Business Strategy, Capital Markets, Portfolio Management, and 11 others.

Current workplace

Eric Fortin, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Wellington Management
Wellington Management
Strategy Director
Boston, MA, US
Website
wellington.com
Employees
3601
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Company profile
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5 roles · 15 years

Eric Fortin, Cfa work experience

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

Strategy & Product Development

Current
Charles Schwab

Greater Boston

2020 - Present ~6 yrs 4 mos

Office Of The Ceo

Charles Schwab

San Francisco, California, United States

2017 - 2020 ~3 yrs
Team & coworkers

Colleagues at Wellington Management

Other employees you can reach at wellington.com. View company contacts for 3601 employees →

KB Kj Balog Kj Balog Colleague at Wellington Management Santa Fe, New Mexico, United States, United States View → JK Jane Kirkman Jane Kirkman Colleague at Wellington Management Nahant, Massachusetts, United States, United States View → RH Rob Harris, Esq. Rob Harris, Esq. Colleague at Wellington Management Boston, Massachusetts, United States, United States View → AH Abigail Heisler Abigail Heisler Colleague at Wellington Management Boston, Massachusetts, United States, United States View → KM Kristen Murray Kristen Murray Colleague at Wellington Management United States, United States View → KB Kevin Blake Kevin Blake Colleague at Wellington Management Boston, Massachusetts, United States, United States View → ES Ehsan Shahriari Ehsan Shahriari Colleague at Wellington Management Greater London, England, United Kingdom, United Kingdom View → JB Jithendra Babu Pydimarri Jithendra Babu Pydimarri Colleague at Wellington Management Greater Boston, United States View → RZ Ray Zhi Ray Zhi Colleague at Wellington Management Boston, Massachusetts, United States, United States View → ET Eamonn T. Eamonn T. Colleague at Wellington Management Boston, Massachusetts, United States, United States View →
3 education records

Eric Fortin, Cfa education

FAQ

Frequently asked questions about Eric Fortin, Cfa

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

What company does Eric Fortin, Cfa work for?

Eric Fortin, Cfa works for Wellington Management.

What is Eric Fortin, Cfa's role at Wellington Management?

Eric Fortin, Cfa is listed as Strategy Director at Wellington Management.

What is Eric Fortin, Cfa's email address?

AeroLeads has found 1 work email signal at @schwab.com for Eric Fortin, Cfa at Wellington Management.

Where is Eric Fortin, Cfa based?

Eric Fortin, Cfa is based in Greater Boston, United States, United States while working with Wellington Management.

What companies has Eric Fortin, Cfa worked for?

Eric Fortin, Cfa has worked for Wellington Management, Charles Schwab, J.P. Morgan Asset Management, and Columbia Threadneedle Investments, Us.

Who are Eric Fortin, Cfa's colleagues at Wellington Management?

Eric Fortin, Cfa's colleagues at Wellington Management include Kj Balog, Jane Kirkman, Rob Harris, Esq., Abigail Heisler, and Kristen Murray.

How can I contact Eric Fortin, Cfa?

You can use AeroLeads to view verified contact signals for Eric Fortin, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.

What schools did Eric Fortin, Cfa attend?

Eric Fortin, Cfa holds Master Of Business Administration (Mba) from University Of Michigan.

What skills is Eric Fortin, Cfa known for?

Eric Fortin, Cfa is listed with skills including Investment Management, Business Strategy, Capital Markets, Portfolio Management, Private Equity, Hedge Funds, Real Estate, and Equities.

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