Eric Schmitz

Eric Schmitz is Director of Public Markets and member of the Crescent Grove Investment Committee. In collaboration with the firm’s Chief Investment Officer and other members of the Investment Committee, Eric provides tailored investment research to build and maintain a high quality, open architecture investment platform. In addition to his work on the Investment Committee, Eric consults with Advisors internally to build personalized, comprehensive portfolios for ultra-high net worth and institutional clients.

Prior to joining Crescent Grove Advisors as a Financial Analyst, Eric was a Research Associate at William Blair examining companies in the Consumer Staples industry. In this role, Eric supported the investment research process by conducting financial statement analysis, building financial models and issuing investment recommendations. Prior to his role at William Blair, Eric held analyst positions in the retail and wealth management industries.

A Chicago native, Eric attained the CFA designation in August 2017 and is a member of the CFA Society of Chicago. Eric graduated from DePaul University in Chicago with a BS in finance with a minor in accounting. In his free time, Eric enjoys biking, skiing, scuba diving, boating and generally staying active.