Eric Kulwicki
Investment Consultant / Portfolio Manager / Wealth Advisor
- Role
- Investment Consultant Portfolio Manager Wealth Advisor at Intrua Financial
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Eric Kulwicki
I\'ve always been someone who wanted to help others with their investments and broader…
Experience
Investment Consultant Portfolio Manager Wealth Advisor
May 2016 — Present
As an Investment Consultant, Portfolio Manager and Wealth Advisor, I service both institutional and retail clients in an advisory capacity. I also serve as a member of the Intrua Investment Committee to help provide investment oversight on various strategies offered by Intrua and its wealth management teams.For institutional clients, I help wealth management firms build, manage and implement their investment strategies on their own platforms. For wealth management clients, my Horizent team at Intrua Financial helps individuals, families and business owners with financial planning, investment management, retirement, estate planning, insurance review and tax planning.For more information, please visit KulwickiInsights.com
Education
University of Wisconsin-Madison
Bachelor of Business Administration, Marketing
1995 — 1999
Marquette University
Master of Business Administration - MBA, Specialzation in Finance
Skills
- Portfolio Management
- Investment Strategy
- Investments
- Alternative Investments
- Asset Allocation
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