Eric Laumann, CFA, CFP®

Director of Public Markets
Eric Laumann, Director of Public Markets at Caprock

About Me

For nearly a decade, Eric worked as a Portfolio Manager for Spot Trading, a proprietary trading firm in Chicago. He led a team of volatility arbitrage traders and research analysts in trading equity derivatives on over 1000 stocks. He also served on the Trading Leadership Committee analyzing market forces and handling risk management for the portfolio.

Eric transitioned into private wealth management by pursuing and achieving the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Eric was originally a part of the Grey Street Capital team that recently joined Caprock. Prior to joining Grey Street Capital, he worked as a wealth advisor at Clearwater Capital Partners.

Joined Caprock

2024

Location

Chicago

Education

B.S. in Mechanical Engineering – University of Notre Dame

Cum laude

Boards or Association Memberships

CFA® charterholder

CERTIFIED FINANCIAL PLANNER™

Interests

Reading, weightlifting, golfing, and tennis

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