Eric Dahlberg

Analyst-Equity at

Plante Moran Financial Advisors LLC

Finance

Consumer Services

Profile

Mr. Eric S.
Dahlberg, CFA MBA, is a Manager at Plante Moran Financial Advisors LLC.
He is also Senior Research Analyst of the firm and leads the research and due diligence efforts related to equity strategies, and serving as a technical resource for internal and external clients on global equity markets.
He has over 15 years of financial industry experience in advising, due diligence, and client service.
He specializes in providing thoughtful guidance and customized recommendations related to equity strategies across the market cap spectrum and geography.
Mr. Dahlberg was previously employed as Assistant Vice President by United Bank & Trust, Senior Mutual Fund Accountant by The Bank of New York Mellon Corp., and Financial Advisor by The Charles Schwab Corp.
He holds a BA in international relations from Michigan State University and an MBA in finance from the Crummer Graduate School of Business at Rollins College.

Eric Dahlberg active positions

Companies	Position	Start
Plante Moran Financial Advisors LLC Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation.	Analyst-Equity	2011-12-31

All active positions of Eric Dahlberg

Former positions of Eric Dahlberg

Companies	Position	End
United Bank & Trust United Bank & Trust Investment ManagersFinance United Bank & Trust 's investment management strategy is based on the concept of asset allocation. The firm manages your diversified portfolios comprised of stocks, bonds, mutual funds and ETFs.	Portfolio Manager-Equities	2011-12-30
BANK OF NEW YORK MELLON CORPORATION (THE)	Corporate Officer/Principal	2006-07-30
CHARLES SCHWAB	Corporate Officer/Principal	2001-09-29

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Linked companies

Private companies	6
The Charles Schwab Corp. The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services	Finance
The Bank of New York Mellon Corp. The Bank of New York Mellon Corp. Investment Banks/BrokersFinance Provides securities, investment and wealth management services	Finance
Plante Moran Financial Advisors LLC Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation.	Finance
Michigan State University Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rollins College (Florida) Rollins College (Florida) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United Bank & Trust United Bank & Trust Investment ManagersFinance United Bank & Trust 's investment management strategy is based on the concept of asset allocation. The firm manages your diversified portfolios comprised of stocks, bonds, mutual funds and ETFs.	Finance