Eric D. Moon, C AI A
About Eric D. Moon, C AI A
Eric D. Moon, CAIA, is an Alternative Product Strategist at SEI with extensive experience in investment management and research across various asset classes.
Alternative Product Strategist at SEI
Eric D. Moon currently serves as an Alternative Product Strategist at SEI in Oaks, PA. He started this role in March 2023. His responsibilities include overseeing alternative investment strategies, which encompass a wide range of asset classes such as venture capital, private equity, real estate, natural resources/energy, and hedge funds. Working in a hybrid capacity, Moon leverages his extensive background in both family and institutional client investment management to enhance SEI's alternative investing capabilities.
Investment Manager Experience
Before joining SEI, Eric D. Moon held investment management positions at two different firms. From 2021 to 2023, he worked at Attinger LLC as an Investment Manager. Prior to that, he served as an Investment Manager at Zunis Investments, LLC from 2018 to 2021 in the Greater Philadelphia Area. In these roles, Moon was responsible for managing investment strategies, asset allocation, and portfolio performance for a diverse range of asset classes.
Early Career in Investment Analysis
Eric D. Moon's early career was rooted in investment analysis, holding several research and analyst roles. He was a Senior Research Analyst at Lake Street Advisors, LLC from 2010 to 2017 in Portsmouth, NH, and a Research Associate in the Flexible Capital Group at Prime, Buchholz & Associates from 2007 to 2010. Moon's work involved in-depth market analysis, investment research, and developing strategic investment recommendations. These experiences provided the foundation for his later roles in investment management.
Education and Professional Designation
Eric D. Moon holds a Bachelor of Science (B.S.) degree in Finance & Economics from Drexel University, which he completed in 1998. He also attended Upper Merion Area High School. Complementing his academic background, Moon holds the Chartered Alternative Investment Analyst (CAIA) designation, which underscores his expertise in alternative investments. This combination of formal education and professional credentials supports his extensive career in finance and asset management.