Eric Hagen

Eric Hagen

Portfolio Advisor

Biography
526 East Wisconsin Avenue
Milwaukee, WI 53202
Expertise
Eric is a Portfolio Advisor responsible for providing holistic wealth management services for individuals and institutions. Eric has held the Chartered Financial Analyst (CFA) designation since 2007. He is a member of the CFA Institute, and the CFA Society of Milwaukee.
Experience
Prior to joining Northern Trust, Eric spent over 18 years as an Investment Manager for fiduciary client portfolios at Wells Fargo.
Community Involvement
Eric is actively involved in the community through coaching youth sports and church/school fundraising. Eric and his family have also been a host family for several foreign exchange students from China.
Joined Northern Trust
2023
Education
  • Bachelor of Science degree in Finance, University of Wisconsin-La Crosse
Credentials
  • Chartered Financial Analyst (CFA) designation