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Eric Adams, CFA, CAIA

Eric Adams, CFA, CAIA

Financial Analyst

Followers of Eric Adams, CFA, CAIA1000 followers
location of Eric Adams, CFA, CAIADenver, Colorado, United States

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  • Timeline

  • About me

    Partner, Co-Chief Investment Officer at Johnson Financial Group, LLC

  • Education

    • University of Kansas

      2002 - 2006
      Bachelor's degree Cell Biology

    • University of Denver - Daniels College of Business

      2006 - 2008
      Master of Business Administration (MBA) Finance

  • Experience

    • Frontier Investment Management

      Sept 2008 - Sept 2011
      Financial Analyst

    • Christiania Lodge at Vail

      Nov 2011 - Apr 2012
      Guest Services

    • Johnson Financial Group, LLC

      Sept 2013 - now

      • Partner, Co-Chief Investment Officer

        Feb 2024 - now

      • Partner, Director of Private Capital

        Nov 2021 - Feb 2024

      • Partner, Sr. Portfolio Manager

        Jul 2017 - Nov 2021

      • Portfolio Manager

        Sept 2013 - Jul 2017

  • Licenses & Certifications

    • Chartered Alternative Investment Analyst

      CAIA Association
      Apr 2016

    • Chartered Financial Analyst

      CFA Institute
      Jun 2014