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Eric Chang, CFA

Wealth Manager LinkedIn

About

Eric provides investment management and financial planning advice to individual and institutional clients. Prior to joining B|O|S, Eric was a portfolio manager at Zions Wealth Management where he was responsible for investment recommendations, asset allocations, and constructing investment portfolios that meet a variety of client needs and objectives. With over 20 years of industry experience, Eric values the opportunities to work closely with clients in helping them achieve their investment and planning goals.

Eric and his family live in San Francisco.

Education

  • B.A. in Economics, Cornell University

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society San Francisco
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