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eric_eaton

ERIC EATON, CFA, CPA

PORTFOLIO MANAGER & EQUITY ANALYST

Mr. Eaton is a Portfolio Manager and Equity Analyst at Knights of Columbus Asset Advisors. As a member of the Institutional Equity Team, Mr. Eaton is the lead portfolio manager on the firm's Large Cap Value and Small Cap Value strategies. In addition to his portfolio management responsibilities, Mr. Eaton also contributes to the firm's fundamental research efforts.

As an Equity Analyst, Mr. Eaton conducts fundamental research with primary coverage of the financials, real estate and energy sectors. He is responsible for doing deep research into individual companies along with identifying industry‒level trends that generate actionable investment ideas.

Mr. Eaton joined the firm in 2011 as an analyst for the Institutional Equity Team. In this role, he was responsible for in‒depth equity research and ad hoc research projects. In 2014, Mr. Eaton managed the Small Cap Growth strategy. After taking a brief hiatus for business school, Mr. Eaton rejoined the firm in 2016, leading the integration efforts for the acquisition of Weyland Capital Management. After merging the two firms, he was the lead portfolio manager for the Global Tactical Asset Allocation (GTAA) strategy; his role included research into macroeconomic and market trends and assisting in the asset allocation strategy for the firm.

Mr. Eaton earned an MBA from Harvard Business School. He also holds an MS in Finance from Bentley University and a BA in Economics and Accounting from Gordon College. Mr. Eaton holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston and the CFA Institute. He also holds a CPA license in the state of Massachusetts.