Eric Chamberlain

Mr. Chamberlain has always enjoyed helping clients accomplish their financial objectives. He brings with him 20 years of experience working in capital markets – including equities trading, portfolio administration, equity research, and risk management.

Financial Adviser & Risk Manager

About

Eric Chamberlain has worked in the capital markets and private equity for most of his twenty year career – including investing, writing, education, and portfolio management. From October 2014 to July 2016, Eric managed the firm’s Market-Neutral portfolio which specialized in selling overvalued equity and index options. Later in 2016, Eric was appointed Portfolio Manager of the firm's new Small Cap Growth portfolio. Mr. Chamberlain’s articles and financial market commentary has appeared in Zacks Investments, CNBC University, Learning Markets, and other publications. He is a regular participant in the Option Monster coaching program, and his voice can be heard on many of their instructional webcasts. He holds a B.S. in finance from Utah State University and an M.A. in international business from Webster University of Vienna, Austria. Licenses and Former Licenses: Series 4 - Registered Options Principal (expired) Series 7 - General Securities Representative Exam (expired) Series 55 - Equity Trader (expired) Series 63 - Registered representative (expired) Series 65 - Uniform Investment Adviser (current)

Contact
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(801) 542-0627
Address
Info
Year started: 2013

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Posts

Article  

Specialties

  • Bonds & Fixed Income
  • Commodities
  • Equities
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 65
License # 169223

Background

Experience

Portfolio Manager & Investment Advisor

Education

Utah State University
Webster University of Vienna Austria