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Eric Freedman, Chief Investment Officer

Eric Freedman

Chief Investment Officer












“You need to have respect, be engaged and know your conduct will be monitored by others.”

Eric Freedman believes that success in business and success in life come from a shared set of values — and that’s one of teamwork’s secrets. “It all comes down to how effective you are at being a team. My number one job is to be the manager of a team — to create an environment where people respect and trust each other and where vitality, resiliency, shared vision and commitment are valued collectively.”

Eric is a coach in his professional and personal life. “There is a striking similarity between what I learned in business school and what I’ve learned on the playing field. When I coach, I tell my players that if you want to win the right way, you need to have respect, be engaged, know that your conduct will be monitored by others, and — most importantly — that as an individual, you have to commit to being part of something bigger than you.”

As Chief Investment Officer for U.S. Bank Wealth Management, Eric is responsible for a team of investment professionals who have responsibility for an investment management business that has grown to more than $130 billion in assets under management (AUM). He also directs investment strategy and policies on behalf of the bank.

Before joining U.S. Bank, Eric was CIO, managing director and global market strategist for CAPTRUST Financial Advisors, where he helped grow the company to one of the largest Registered Investment Advisory (RIA) firms in the country. Previously, he was a Senior Portfolio Manager for Franklin Street Partners and a Vice President within Goldman Sachs’ equity derivatives business.

Eric credits his family as his closest mentors and biggest motivators. “My father was a self-employed dentist who was extremely committed to helping people. He taught me many things, including the importance of taking care of others. He was fond of advising my brother and me to work hard to turn liabilities into assets, no matter where in life liabilities or adversity may emerge.”

Education and community involvement
Eric earned a bachelor’s degree in economics, magna cum laude, from Colgate University, and an MBA in finance and management from the Wharton School at the University of Pennsylvania.

He serves on the investment committee of the Diocese of Raleigh, North Carolina, and the board of directors and finance committee for the Ronald McDonald House of Chapel Hill. He has also served as a member of the board of advisors for The Monday Life, a national nonprofit organization that helps hospitalized children feel better and heal faster by improving environments inside of children’s hospitals.


Important Disclosures

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U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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