Eric Paul Halverson

Mr. Eric P.
Halverson, CFA, is a Senior Investment Analyst at Envestnet Asset Management, Inc. Within this role, he conducts qualitative and quantitative due diligence on fixed income and ESG separate account and mutual fund investment managers.
Prior to transitioning to his current position, Mr. Halverson was a Senior Portfolio Specialist at Envestnet where he worked with broker-dealers and investment advisors to implement client portfolio strategies, while also supporting department management in trade-related inquiries.
Mr. Halverson holds a B.B.A.
degree in Finance from the University of Wisconsin at Whitewater and a Master’s in Science of Finance degree with a specialization in Financial Analysis and Management from the University of Colorado at Denver.
Mr. Halverson has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Colorado.