Eric Jones , CFA

Eric is a Principal in the Wheaton office. He leads the Investments team, supporting advisors in portfolio construction with strategic asset allocations and providing solutions for the complex needs of high-net-worth investors. He delivers insightful research on economic and market developments and contributes to the firm’s management research process, partnering with investment managers across traditional and private markets. 

Prior to joining Cerity Partners, Eric was an Associate Portfolio Manager at Capstone Financial Advisors, where he monitored client portfolio allocations and performed due-diligence on investment managers spanning across a range of asset classes, including equities, fixed-income, real assets, and private market alternatives. Before working at Capstone, Eric was a Derivatives Analyst at Legal & General Investment Management America, where he supported the LDI team that provides custom portfolio solutions for institutional investors. 

In his spare time, Eric enjoys playing golf and hockey, watching the Blackhawks, Cubs, and Georgia Bulldogs football, and spending time with his wife, Allison, their daughter, Emilia, and their two dogs. 

Learn more about my practice.