Eric Flores, CFA, CPA
Vice President - Portfolio Manager
- First Business Bank
- Madison, WI
Eric Flores, CFA, CPA, joined First Business Bank's Private Wealth team as Vice President - Portfolio Manager and a member of our Investment Committee. He brings significant experience as a portfolio manager and investment advisor with areas of expertise in investment research, portfolio optimization, and fundamental and technical investment analysis. Eric also enjoys working directly with clients on Financial Planning, Retirement Planning, Tax Planning, and more.
His previous experience includes working at an Registered Investment Advisor (RIA) firm helping to oversee research, trading, portfolio management, and wealth planning. Eric also worked for a regional CPA firm primarily in audit while gaining knowledge in analyzing financial statements, consulting, and taxes, and worked for a publicly traded bank underwriting commercial credits.
Eric is a licensed CPA and attained the Chartered Financial Analyst designation in 2023. He earned a bachelor's degree of Business Administration in Accounting from the University of Dubuque.
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