Eric Caisse

Partner and Chief Investment Officer at Csenge Advisory Group

Speaker

Eric has been a partner and the Chief Investment Officer of Csenge Advisory Group since 1997. He drives the application of sophisticated risk management and tactical asset allocation techniques to help ensure clients take the least risk possible, while striving to obtain the investment returns necessary to help achieve their financial goals. He created and oversees our proprietary Fusion Analysis research process, which blends fundamental analysis with technical analysis and behavioral finance. He leads our monthly investment committee meetings with our nationwide network of specialists, spearheads complex client presentations, handles our public speaking engagements and is a frequent CNBC contributor. Eric is originally from Connecticut where he is a graduate of The Taft School. He further continued his education at Vanderbilt University, earning a degree in Economics with honors. In addition to being a CFP® practitioner, CFA® charter holder, CMT charter holder and an Accredited Behavioral Finance Professional (ABFP), Eric is an Investment Advisor Representative. Eric serves as a Board Member of the Beat Childhood Cancer Foundation and is the current Treasurer of the CMT Association. His community involvement includes the University of Tampa Board of Fellows, Tampa Connection, Leadership Tampa Bay, the FBI Citizens Academy, and Vistage Florida.