First Business Bank

About / Team

Eric Engstrom

Vice President - Investment Portfolio Manager

608-424-8698
Eric Engstrom

About Eric

Eric Engstrom, CIMA®, joined First Business Bank's Private Wealth team in 2022 as Vice President - Investment Portfolio Manager. An essential member of the client service team, Eric also works with Private Wealth's Investment Committee.

Eric previously worked at Central Wealth Management as investment manager on all client assets. In this client-facing role, Eric worked primarily on investment analysis and portfolio construction and management. He was also responsible for producing educational materials (videos, blogs, etc.) for clients on market conditions and investment performance. Prior to Central Wealth Management, Eric was a financial advisor with New York Life where he gained valuable experience in sales, investment management, and financial planning. Eric began his career as a teacher of physics, astronomy, and chemistry at Wayland Academy in Beaver Dam, WI. 

Eric earned a bachelor's degree from Macalester College and completed the CIMA® Executive Program through the Sloan School of Management (MIT).

weekly economic update

Article

Weekly Economic Update

The Weekly Economic Activity Report is your guide to the latest economic insights and banking trends from our seasoned Bank

Podcast

Efficiency Tips for Leaders Wearing Many Hats

Operating on a lean budget, some leaders of both nonprofit and for-profit businesses take on many roles from CEO and

Article

2022 Year-End Tax Gifting: Tax Implications

It’s that time of year, during the holiday season, that we think about how gifting, both charitable and otherwise, can