Eric A. Dzik

As an Associate Portfolio Manager, Eric supports Evermay’s Portfolio Management and Investment teams in the day-to-day management and implementation of client portfolios. He works closely with the firm’s investment professionals to help ensure investment decisions are thoughtfully and consistently reflected across client accounts.

Eric is responsible for executing the firm’s equity and fixed income trades, monitoring client portfolios, supporting rebalancing and portfolio implementation, and assisting with the firm’s broader trading operations. With a strong attention to detail, he helps ensure client accounts remain aligned with their intended investment strategies and that portfolio changes are implemented accurately and efficiently.

Eric also works alongside the investment team to support Evermay’s disciplined investment process, helping translate investment recommendations into client portfolios while maintaining the accuracy and integrity of the systems and processes that support the firm’s investment management efforts.

My Professional Background

Prior to joining Evermay, I spent over two years with a registered investment advisor, working as a Client Service Associate and Securities Trader. I graduated from George Mason University with a B.S. in Finance. During my time there, I interned for a registered investment advisor and served as Vice President of the Student Managed Investment Fund.

My Personal Life

I currently live in Arlington, Virginia. In my downtime, I enjoy playing music and keeping up with sports.

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