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Eric Lee Pirkl
Chef för investeringar på
Okabena Investment Services, Inc.
Profil
Mr. Eric L.
Pirkl, CFA MBA, is a Senior Vice President & Chief Investment Officer at Okabena Investment Services, Inc. He has over 20 years of investment experience.
He is responsible for asset allocation, portfolio management, investment analysis and due diligence.
He leads the investment team, is a member of Okabena’s internal Investment Committee and Chairs the Investment Advisory Committee.
Prior to OIS, he was at Harris Associates LP in Chicago, where he served as a Senior Portfolio Associate for high net-worth client equity portfolios.
He received his BA in International & Monetary Economics from the University of Wisconsin-Madison and earned an MBA in Finance from the Kellstadt School of Business at DePaul University.
He holds the Chartered Financial Analyst designation.
Aktiva positioner av Eric Lee Pirkl
| Företag | Position | Start |
|---|---|---|
Okabena Investment Services, Inc.
 Okabena Investment Services, Inc. Investment ManagersFinance OIS strives to grow the purchasing power of assets, while at the same time focusing on downside risk. Their overall investment platform can be summarized as a fully discretionary, open architecture, manager of managers structure. The firm’s solutions-based investment programs deliver diversified and customized portfolios, with a focus on preserving wealth and creating growth opportunities. They pursue a variety of investment strategies that seek to capitalize on opportunities in the public and private markets. | Chef för investeringar | 2025-04-01 |
Tidigare kända positioner av Eric Lee Pirkl
| Företag | Position | Slut |
|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process. | Företagsledare/Principal | - |
Eric Lee Pirkls utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
98
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process. | Finance |
Okabena Investment Services, Inc.
Okabena Investment Services, Inc. Investment ManagersFinance OIS strives to grow the purchasing power of assets, while at the same time focusing on downside risk. Their overall investment platform can be summarized as a fully discretionary, open architecture, manager of managers structure. The firm’s solutions-based investment programs deliver diversified and customized portfolios, with a focus on preserving wealth and creating growth opportunities. They pursue a variety of investment strategies that seek to capitalize on opportunities in the public and private markets. | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
