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Eric Kulwicki, CFA Joins Freedom Wealth Alliance as Senior Portfolio Manager
BROOKFIELD, Wis. – Eric Kulwicki, CFA has joined Freedom Wealth Alliance as Senior Portfolio Manager, a newly created position at the company.
Kulwicki manages Freedom Wealth Alliance’s diversified, multi-asset discretionary portfolios. Leading the firm’s investment committee, he helps set investment strategies, provides global market analysis and due-diligence research of third-party investment managers, and constructs the portfolios. In keeping with the firm’s team-based approach to serving its clients, he also leads a number of education and communication initiatives to enhance clients’ understanding of investing in today’s complex financial markets.
Previously, he was a vice president and senior portfolio analyst at Robert W. Baird and Company in Milwaukee, covering asset managers across traditional asset classes and alternative strategies, and serving as a resource to the company’s financial advisors. He began his career in the financial industry with U.S. Bancorp Fund Services, serving as a mutual fund specialist.
“Eric’s blend of technical and interpersonal skills will make him a valuable asset to our financial advisors and our clients,” said Kurt Rozman, president of Freedom Wealth Alliance. “He has exceptional research skills that enable him to identify the strongest third-party investment managers to work with in building our portfolios. He takes a global, macroeconomic approach to investing, managing our portfolios to the needs and risk tolerances of our clients. He enjoys being a resource for our financial advisors and interacting directly with our clients. And everything he does is guided by an unwavering commitment to doing what is right for our clients.”
Kulwicki has a Master of Business Administration degree with a specialization in finance from Marquette University in Milwaukee and a Bachelor of Business Administration degree from the University of Wisconsin-Madison. He is a CFA Charterholder and a member of the CFA Society of Milwaukee.
About Freedom Wealth Alliance Located in Brookfield, Wisconsin, Freedom Wealth Alliance is a Registered Investment Advisory firm providing investment management, retirement planning and financial planning services to families and closely held businesses. The firm provides personalized service and objective advice in developing customized strategies to grow and preserve wealth, helping ensure that its clients have the resources they need to live the life that matters most to them – the ability to live well and live free, however they define it. More information is available at freedomwealthalliance.com .
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial. CA#525709.
