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Eric Dahlberg
Analyst-Equity chez
Plante Moran Financial Advisors LLC
Profil
Mr. Eric S.
Dahlberg, CFA MBA, is a Manager at Plante Moran Financial Advisors LLC.
He is also Senior Research Analyst of the firm and leads the research and due diligence efforts related to equity strategies, and serving as a technical resource for internal and external clients on global equity markets.
He has over 15 years of financial industry experience in advising, due diligence, and client service.
He specializes in providing thoughtful guidance and customized recommendations related to equity strategies across the market cap spectrum and geography.
Mr. Dahlberg was previously employed as Assistant Vice President by United Bank & Trust, Senior Mutual Fund Accountant by The Bank of New York Mellon Corp., and Financial Advisor by The Charles Schwab Corp.
He holds a BA in international relations from Michigan State University and an MBA in finance from the Crummer Graduate School of Business at Rollins College.
Postes actifs de Eric Dahlberg
| Sociétés | Poste | Début |
|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Analyst-Equity | 01/01/2012 |
Anciens postes connus de Eric Dahlberg
| Sociétés | Poste | Fin |
|---|---|---|
United Bank & Trust
 United Bank & Trust Investment ManagersFinance United Bank & Trust 's investment management strategy is based on the concept of asset allocation. The firm manages your diversified portfolios comprised of stocks, bonds, mutual funds and ETFs. | Gestionnaire de Portefeuille-Actions | 31/12/2011 |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 31/07/2006 |
| CHARLES SCHWAB | Corporate Officer/Principal | 30/09/2001 |
Formation de Eric Dahlberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
The Bank of New York Mellon Corp.
 The Bank of New York Mellon Corp. Investment Banks/BrokersFinance Provides securities, investment and wealth management services | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rollins College (Florida)
 Rollins College (Florida) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust 's investment management strategy is based on the concept of asset allocation. The firm manages your diversified portfolios comprised of stocks, bonds, mutual funds and ETFs. | Finance |
