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Eric R. Laumann, CFA, CFP®
Eric Laumann is a Wealth Advisor at Clearwater Capital Partners. With a decade of investment and risk management experience, Eric decided to join Clearwater Capital Partners to help individuals and families achieve their lifestyle and legacy goals. The Clearwater Capital team works to achieve this efficiently and logically through intelligent investment management, retirement income planning, life insurance structuring, charitable giving and dynastic estate planning.
In 2019, Eric earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation after successfully completing financial planning coursework and passing the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
In 2018, Eric earned the Chartered Financial Analyst® (CFA) designation by passing three six-hour exams that are widely considered the most rigorous in the investment profession. He chose to pursue the CFA designation in order to develop proficiency in fixed-income and equity analysis, alternative and derivative investments, ethical and professional standards, economics, financial reporting standards, portfolio management, and wealth planning.
Prior to joining Clearwater Capital Partners, Eric was a professional Portfolio Manager at Spot Trading, a proprietary trading firm in Chicago, Illinois. He led a team of traders and research analysts that covered over 1000 individual equity positions and from 2014-2017 produced the firm’s highest risk adjusted returns. He also served on the Trading Leadership Committee that analyzed market forces and handled risk management for the portfolio.
Eric started his career in Knoxville, TN with General Electric in their Operations Management Leadership Program. Here he applied his analytical mind to improving efficiency and optimizing processes through the principles of Lean manufacturing and Six Sigma.
Eric graduated cum laude from the University of Notre Dame with a Bachelor of Science degree in Mechanical Engineering. He was inducted into the National Honorary Engineering Fraternities of Pi Tau Sigma and Tau Beta Pi.
Eric was born and raised in Dayton, OH. He currently lives in Barrington, IL with his wife, Ali, and three young children. He enjoys playing tennis and paddle with his wife and attending his children’s sporting events and dance recitals.