Eric Hutchens

President & Chief Investment Officer

Eric Hutchens is president and chief investment officer at Allodium Investment Consultants, specializing in investment strategies and comprehensive financial planning for high net worth individuals and families. Eric became a shareholder in the firm in 2017 and also currently serves as the secretary and treasurer of the firm’s Board of Managers. Eric is a manager at the firm and oversees the client service team and the investment consultants. He also leads the CEFEX certification process for Allodium, which incorporates an evidence-based investment approach. With over 20 years of experience in the financial profession, he focuses on designing and implementing goals-based, tax-efficient investment strategies to help clients achieve their unique goals. Eric chairs Allodium’s Investment Committee and serves on the Executive and Financial Planning Committees.Eric holds a Master of Business Administration from the University of St. Thomas and a Bachelor of Science in history from the University of Wisconsin—Madison. He has obtained the CERTIFIED FINANCIAL PLANNERTM certification sponsored by the Certified Financial Planner Board of Standards. He has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, sponsored by the Center for Fiduciary Studies, to further his professional development and help him better serve clients. In addition, Eric has become a CFA® charterholder, CFA Institute.

Talks About
#investments #retirementplanning

Preferred Locations
#NorthAmerica