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Eric Micheli, CFA®
VP, Wealth Management Portfolio Manager
Denver
Eric Micheli is Vice President and Portfolio Manager at First Sun Advisors (formerly First Foundation Advisors) and a seasoned investment professional with extensive experience in portfolio management and research.
He earned his Chartered Financial Analyst (CFA®) designation in 2023, demonstrating his commitment to the highest standards of ethics and expertise in the financial industry.
Eric holds a Bachelor of Science degree from the State University of New York College at Brockport. His career path reflects a strong foundation in investment analysis and client service, with past roles including Senior Investment Analyst, Investment Research Associate, Investment Associate, and Licensed Personal Banker II.
As Vice President and Portfolio Manager, Eric leverages his analytical skills and market insight to deliver strategic investment solutions that align with client objectives.