Eric Welt is Managing Director, Consultant & Client Relations and a senior member of the investment management business development team. He leads the consultant relations and client service efforts for long-only strategies. Eric has more than 25 years of experience in investment management and investment consulting. He joined Mesirow when the firm acquired Fiduciary Management Associates in 2016. At FMA he was the Head of Business Development and Client Service. Prior to joining FMA in 2013, he worked at Calamos Investments, Security Benefit, Bear Stearns & Co. and Prudential Investments.
Mr. Welt initiated and organized the firm’s participation in the Big Shoulders Fund’s Stock Market Program. He volunteers his time to educate students from Pope John Paul II Catholic School in Brighton Park, an inner-city Chicago community, on concepts of investing. Students are mentored for the school year to improve financial literacy and to introduce the possibility of a career in financial services. He is a former trustee for Second Sense, a Chicago-based not-for-profit organization that provides client-centered support and training for individuals with vision loss and a former trustee and investment committee member for the Poor Handmaids of Jesus Christ Community Trust.
Mr. Welt earned a Bachelor of Arts in computer science from Tufts University and a Master of Business Administration with dual concentration in finance and marketing from the Leonard N. Stern School of Business at New York University. Eric is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago. He is also a member of the Association of Investment Management Sales Executives.