Eric Mozur is an Associate Financial Advisor with the McGee Group at Baird. He provides comprehensive financial planning solutions and specializes in portfolio management. Through Baird’s Private Investment Management (PIM) program, Eric builds tailored investment solutions to help investors pursue their financial goals.
Prior to the team’s transition to Baird, Eric served as a Senior Research Analyst with Hefren-Tillotson’s Investment Advisory department. In this role, he worked closely with the Chief Investment Officer to provide oversight and management of Hefren-Tillotson’s individual and institutional client assets. Upon Hefren-Tillotson’s integration with Baird, Eric was thrilled to join the McGee Group to provide asset management services at Baird.
Eric is a graduate of Saint Joseph’s University where he studied finance and economics at the Erivan K. Haub School of Business. He is a Chartered Financial Analyst charter holder (CFA®) and CFP® Professional. Eric holds FINA series 7, 66, 86, and 87 licenses.
Outside of work, Eric enjoys spending time with his family. Eric and his wife, Sara, have two children.