About

Eric B. Parnell, CFA

Founder & Director

Eric founded Gerring Wealth Management (GWM) to provide clients with high quality, customized investment solutions at a low cost.  Eric’s unique background enables him to manage all facets of the client relationship.  His extensive experience in economic and investment research supports his development and management of customized investment portfolios for clients.  His background in investment communications and service also enables him to effectively discover and address the individual needs of his clients.

Eric builds customized investment portfolio for each of his clients using individual stock, bond and exchange traded securities (ETFs).  Once the portfolio is developed, Eric will work individually with each of his clients to discuss the performance of their investment portfolios and the progress toward reaching their goals.

Eric holds a variety of distinctions including the Chartered Financial Analyst (CFA) designation.  The CFA charter is recognized globally as the designation of professional excellence within the investment community.  The CFA designation is awarded to investment professionals who have successfully achieved demonstrated expertise in investment theory, portfolio management, statistics, economics and financial accounting.   Ethics are also a critical part of holding the CFA designation, and Eric maintains a strong commitment to abide by the CFA Code of Ethics and Standards of Professional Conduct.

Eric graduated from Drexel University’s Bennett S. LeBow College of Business with a M.S. in Finance with a concentration in Investment Management.  He also graduated magna cum laude from Dickinson College with a B.S. in Mathematics and a B.A. in Economics.  He is also a member of Phi Beta Kappa.

Eric has appeared on CNBC, CNN, KYW Newsradio and Money Matters TV.  He has also been quoted in a variety of news publications including CFA Magazine and MarketWatch.  His research has also appeared in the Wall Street Journal.

In addition to his work with Gerring Wealth Management, Eric serves as a professor in the Economics and Finance Department at West Chester University teaching courses in Finance, Investments, Economics and Statistics.  During his service at West Chester University, Eric has been recognized with Outstanding Faculty Honors.

Prior to founding Gerring Wealth Management, Eric served as the Director of Investment Communications for SEI Investments.  Eric also served as an Economist for Moody’s Analytics and as an Research Associate for Economists Incorporated in Washington, DC.

Comments

  1. Eric – Greatly enjoy your articles. Thanks very much. How’s the Philly area? I’m Wharton class of 1980, now living in San Diego. I just sent you a LinkedIn invite. Dean Kernus, CPA, CFP

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