Eric Pettway
Chief Investment Officer at Journey Advisory Group, LLC
- Role
- Chief Investment Officer at Journey Advisory Group, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Eric Pettway
As Chief Investment Officer at Journey Advisory Group, Eric specializes in constructing portfolios designed to provide income to clients through active management of Dividend Growth Strategies and Fixed Income Strategies. Eric has worked for financial services companies in both New York City and Cincinnati helping to provide clients with investment advice and solutions in pursuit of their long-term goals, incorporating both proprietary and non-proprietary solutions. At Journey Advisory Group, he is focused on high and ultra-high-net-worth clients as well as foundations and endowments. Outside of his work for Journey Advisory Group, Eric is an engaged member of the local professional community, as a CFA charter holder and the President of the CFA Society Cincinnati. Additionally, he also serves on the Reese Fund Investment Board at Indiana University, is a Committee Chair of the Rotary Club of Cincinnati. Eric is passionate about serving our community-at-large through his various commitments as a member of the Investment Committee for 4C for Children and a Finance Committee Member of Saint Ursula Academy.Disclosure: Journey Advisory Group, LLC (“JAG”) is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.
Experience
Chief Investment Officer
Aug 2020 — Present · Cincinnati, OH, US
Strategizes and develops investment strategies and policies. Manages investment team, supervises and oversees investment processes for Investment Advisors. Preserves and manages asset portfolios.
Education
Indiana University - Kelley School of Business
BS, Computer Information Systems
1988 — 1993
Indiana University - Kelley School of Business
MBA, Finance
1996 — 1998
Skills
- Valuation
- Bonds
- Equity Research
- Portfolio Management
- Etfs
- Derivatives
- Financial Analysis
- Capital Markets
- Asset Managment
- Investments
- Securities
- Asset Allocation
- Mutual Funds
- Finance
- Equity Valuation
- Hedge Funds
- Financial Modeling
- Asset Management
- Investment Management
- Fixed Income
- Investment Advisory
- Equities
- Wealth Management
- Investment Strategies
- Alternative Investments
- Bloomberg
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