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Eric Speron, CFA®
Managing Director of Equities
Eric Speron is a member of the investment team and is responsible for managing FirstSun Advisors’ Equity practice. As part of the FirstSun Advisors Investment Committee, he assists helps shape the firm’s portfolio investment process and overall asset allocation strategy.
Eric joined FirstSun Advisors in 2007 to focus exclusively on equity analysis and portfolio management. Prior to joining FirstSun, he worked in JPMorgan’s institutional equity division.
Eric is an instructor in the University of California, Los Angeles (UCLA) Benjamin Graham Value Investing Program, where he teaches in the applied investment program. He is a member of the Chartered Financial Analyst (CFA®) Institute and the Orange County Society of Financial Analysts.
In addition, Eric has served on the board of directors of six publicly traded companies across the water, land and natural resources sectors.
He earned a Bachelor of Arts Degree with a double major from Georgetown University, where he was also named an Academic All-American, Mid-Atlantic, in recognition of his academic and athletic achievements.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.