Eric is one of the founding partners of CapTrust Advisors in Tampa formed in 1998. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Eric is currently a principal and financial advisor responsible for providing investment advisory services to institutional investors and is Head of the Endowment & Foundation group nationally. Prior to co-founding CapTrust Advisors in Tampa, Eric was a vice president at PaineWebber (now UBS) and has worked in the industry since 1992.
Eric Bailey
Founding Partner, Principal, Financial Advisor
CAPTRUST
United States, Florida, Tampa
About Me
Profile Information
Founding Partner, Principal, Financial Advisor
CAPTRUST
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Tampa
Florida
United States
Sep 23, 2024
More profiles to browse
EG
Elliot Greenberg
Principal
Dale Connors
Principal, Investment Consultant
Richard Hills
Associate Wealth Partner
Marcia Peters
Senior Financial Advisor, Portfolio Management
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial