Eric Kulwicki, CFA has joined Freedom Wealth Alliance, Brookfield, as Senior Portfolio Manager, a newly created position at the company.
Kulwicki manages Freedom Wealth Alliance’s diversified, multi-asset discretionary portfolios. Leading the firm’s investment committee, he helps set investment strategies, provides global market analysis and due-diligence research of third-party investment managers, and constructs the portfolios. In keeping with the firm’s team-based approach to serving its clients, he also leads a number of education and communication initiatives to enhance clients’ understanding of investing in today’s complex financial markets.
Education: Master of Business Administration degree with a specialization in finance from Marquette University in Milwaukee; Bachelor of Business Administration degree from the University of Wisconsin-Madison; CFA Charterholder and a member of the CFA Society of Milwaukee
Company:
Freedom Wealth Alliance
675 North Barker Road
Suite 220
Brookfield, WI 53045