Eric D. Siegel, CFA
Senior Managing Director, Advanced Strategies
321 N. Clark St., Chicago, IL 60654  |  312.595.7309  | 

Area of Focus: Advanced Strategies

Profile:

  • Oversees the implementation of business ideas and improvements within the various operating groups of Advanced Strategies
  • Responsible for operational due diligence reviews of managers and participants in portfolio analysis and ongoing manager monitoring
  • Previously served as chief financial officer of two different Chicago-based hedge funds. Prior to that worked in the audit department of Ernst & Young LLP, focusing on the hedge funds, mutual funds and derivative trading companies
  • Certified Public Accountant (CPA)
  • CFA Charterholder
Accomplishments:
  • Frequent speaker at industry conferences on the topic of operational due diligence
Education:
  • B.S., Syracuse University, cum laude
Affiliations:
  • Association for Investment Management and Research (AIMR), member
  • Illinois CPA Society, member
  • American Institute of Certified Public Accountants (AICPA), member
  • Hugs From Sammy, volunteer