Eric Turcott, CFA^®

Investment Analyst

Eric brings several years of experience in investment research, portfolio construction, and private wealth management. Before joining the team, he served as Trading and Research Operations Director at a Minnesota-based financial planning firm. Eric holds a B.A. in Financial Management with a minor in Economics from the University of St. Thomas. He is a CFA® Charterholder and member of the CFA® Institute.

Outside the office, Eric and his wife call Bloomington home — along with their dog Geppetto and cat Toast. When he’s not deep in research, you’ll find Eric traveling, reading, walking his dog or chasing the next adventure on the water or the slopes.

Contact