Personal Biography

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Eric Menzer, CFA, CAIA, AIF

Name

Eric Menzer, CFA, CAIA, AIF

Position

Senior Portfolio Manager, Global Head of OCIO and Fiduciary Solutions, Multi-Asset Solutions Team

Career Start Date

31-Dec-1996

Eric’s responsibilities include portfolio management and oversight of pension, outsourced chief investment officer (OCIO), model, and real asset solutions. He’s also a member of the investment committees for Manulife’s U.S. and Canadian employee defined benefit and defined contribution plans.

Previously, Eric was director of trading for John Hancock Financial Network, a retail broker-dealer for Manulife Financial. In that role, he was responsible for managing a team of traders and brokerage representatives trading equity, fixed-income, options, and mutual fund transactions for John Hancock’s U.S. registered representative sales force. 

Eric holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Accredited Investment Fiduciary designations, and is a member of the CFA Society Boston and the CFA Institute.

  • Education: B.Sc. in Finance, Northeastern University; M.B.A., Bentley University
  • Joined the company: 2006
  • Began career: 1997