Eric Stanley joined the SAGE team in 2021 as a Financial Analyst. He works on model portfolio performances to provide meaningful, in-depth recommendations for clients as part of SAGE Private Wealth Group’s Investment Committee. Eric has a passion for understanding how data can influence and shape outcomes and behaviors. He brings a new set of knowledge, graduating from Kelley School of Business, with a major in Finance and a co-major in Business Analytics. He worked as an asset-based lending Analyst within the Leadership Development Program at MB Financial before joining SAGE Private Wealth Group in 2021. Eric additionally is pursuing his CFA designation and recently sat for his CFA Level 1.
Eric grew up in Minnetonka, MN and lived in Melbourne, Australia for 3 years before moving back to Minnesota for high school. He studied abroad in Barcelona and enjoys world travel. Eric loves all things sports-related, whether it be following his teams (IU and Minnesota), or keeping up with the latest stats and analytics. Eric enjoys running, skiing, mountain biking, reading non-fiction and finance books, and watching thriller movies.