Eric Bryan Haase
Portfolio Manager-Fixed Income chez Breckinridge Capital Advisors, Inc.
Profil
Mr. Eric B.
Haase, CFA, is a Senior Portfolio Manager at Breckinridge Capital Advisors, Inc. In his role, he is responsible for the day-to-day management and monitoring of client portfolios.
He joined the firm in January 2016 and has over 16 years of investment industry experience.
Prior to Breckinridge, Mr. Haase was a portfolio manager for SCS Financial, where he focused on managing tax-exempt separate accounts as well as conducting manager research across fixed income sectors.
Mr. Haase holds a BA from the University of Massachusetts Amherst and is a member of the CFA Institute.
Postes actifs de Eric Bryan Haase
| Sociétés | Poste | Début |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Portfolio Manager-Fixed Income | 01/01/2016 |
Anciens postes connus de Eric Bryan Haase
| Sociétés | Poste | Fin |
|---|---|---|
SCS Financial Services LLC
 SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01/01/2016 |
Formation de Eric Bryan Haase
| University of Massachusetts | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Finance |
SCS Financial Services LLC
SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Finance |
