CFA®, Portfolio Manager

Eric Neufeld joined The Pacific Financial Group in 2013 as an investment analyst.  His primary duties include performing qualitative and quantitative analysis on existing and prospective investments along with performance analysis on existing portfolios.  Eric has over 10 years of experience in the financial services industry in various relationship management and project management roles.  Prior to joining the firm, he spent 7 years with Fidelity Investments working with institutional retirement plans. Eric is a CFA® charterholder.

Education

  • B.B.A., Finance, James Madison University
  • M.B.A., Finance, Suffolk University
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