Eric R. Laumann, CFA, CFP®
For nearly a decade, Eric worked as a Portfolio Manager for Spot Trading, a proprietary trading firm in Chicago. He led a team of volatility arbitrage traders and research analysts in trading equity derivatives on over 1000 stocks. He also served on the Trading Leadership Committee analyzing market forces and handling risk management for the portfolio.
Eric transitioned into private wealth management by pursuing and achieving the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Prior to joining Grey Street Capital, he worked as a wealth advisor at Clearwater Capital Partners.
Eric graduated cum laude from the University of Notre Dame with a BS in Mechanical Engineering.
He currently resides in Barrington, IL with his wife and three children.