Eric Lockenvitz, Cfa
About Eric Lockenvitz, Cfa
Eric Lockenvitz, CFA, is the Vice President at Jefferies, focusing on US SMID cap Strategy. He has a background in finance with experience at FactSet and Merrill Lynch Wealth Management.
Current Role at Jefferies
Eric Lockenvitz serves as the Vice President at Jefferies, a prominent global investment banking firm. He has been in this role since 2017, with a focus on the US Small and Mid-Cap (SMID) strategy. His responsibilities likely include overseeing investment strategies, managing client portfolios, and conducting in-depth financial analyses. Based in New York, New York, Jefferies provides a robust environment for his expertise in investment management to thrive.
Professional Experience at FactSet
Before joining Jefferies, Eric Lockenvitz worked at FactSet, a financial data and software company. Between 2016 and 2017, he held the position of Analytics Consultant in the Greater New York City Area, where he provided analytics support and insights to clients. Prior to this, from 2014 to 2016, he served as a Hedge Fund Consultant in New York, New York, focusing on providing tailored solutions and strategies for hedge funds.
Early Career at Merrill Lynch Wealth Management
Eric Lockenvitz's early career included a stint as a Financial Analyst Intern at Merrill Lynch Wealth Management in West Milford, NJ, in 2012. This three-month internship provided him with foundational experience in financial analysis, client relations, and wealth management strategies. This role helped him build the skills necessary for his future positions in the finance industry.
Educational Background
Eric Lockenvitz graduated from Lafayette College with a Bachelor of Arts (BA) in Economics and Policy Studies, with a concentration in Finance. He attended Lafayette from 2010 to 2014, where he gained a solid understanding of economic theory and financial principles. His academic background laid the groundwork for his career in investment management and financial analysis.
CFA Charterholder
Eric Lockenvitz is a CFA charterholder, a designation that signifies a high level of expertise and commitment to the field of investment management. The CFA (Chartered Financial Analyst) credential is considered one of the most respected and recognized investment management designations worldwide. This achievement underscores his knowledge and proficiency in financial analysis, portfolio management, and ethical practices.