Eric White, CFA, CPA
Chief Financial Officer@ Phase3 Capital Management, LLC
Chicago, Illinois, United States
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Eric White, CFA, CPA is an experienced professional with 18.3 years of work experience in fund accounting, fund administration, hedge funds, auditing, financial reporting, valuation, equity valuation, capital markets, and private equity. He is currently the Executive Director - Head of Valuation at UBS Asset Management in Chicago, Illinois. Eric has held various leadership positions in renowned companies such as Marathon Capital Management, Phase3 Capital Management, UBS, and Ubs Oconnor. He has a strong background in finance and has worked with a wide range of clients, including large corporations, government agencies, and non-profit organizations.
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Emails and Phone Numbers

@p3cm.com
@p3cm.com
@gmail.com
@foxmgmtchicago.com
+1 770587****
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About

Executive Director - Head of Valuation at UBS Asset Management

Work Experience

2700 Patriot Blvd, Glenview, Illinois, 60026, US

Investment Management

7
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Eric White, CFA, CPA's Professional Milestones

  • Product Controller (2008-05-01~2012-04-01): Optimized product sales by implementing streamlined processes and implementing cost-saving measures.
  • Executive Director | Head Of Valuation (2016-01-01~2019-06-01): Streamlined valuation processes, ensuring accurate and timely resolution of company valuations.
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Education

Miami University
Miami University

Accounting,

Finance,

Bachelors,

Bachelor Of Science,

Finance, Accounting

2001-2005