Eric Hartman

Senior Client Relationship Associate

Chicago, Illinois

Prior to joining EPWA in 2024, Eric was a Client Service Associate at Kovitz Investment Group and Zimmerman Wealth Management. Eric aimed to provide an excellent client experience when guiding clients through the account opening and asset transfer process, executing clients’ money movement, and account maintenance needs.
Eric got his start in the financial services industry at PerTrac Financial Solutions where he worked collaboratively with alternative managers and investors implementing, training, and supporting a suite of fintech solutions. He also established processes for risk management, performance research, reporting and managing their client relations.
Eric earned his Bachelor of Science in Mechanical Engineering and his MBA in Finance from the University of Nevada-Reno. He also holds the Chartered Alternative Investment Analyst® (CAIA®) designation.
In his free time, he enjoys exploring the Chicagoland culinary scene, home improvement projects, and cooking at home with his wife, Kathryn, and two cats, Gizmo and Pichét.