Eric C Chang

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 01/2021
  Contango Capital Advisors, Inc.
  San Francisco, CA
• 03/2021 → 10/2021
  Bingham, Osborn & Scarborough Llc
  San Francisco, CA
• 04/2011 → 01/2021
  Zions Bancorporation, N.A.
  San Francisco, CA
• 11/2021 → Present
  Cerity Partners Llc
  San Francisco, CA

Previous Registrations

• 2021-04-30 → 2021-11-01
  B|O|S
  San Francisco, CA
• 2011-10-26 → 2021-01-04
  Zions Capital Advisors, Inc.
  San Francisco, CA
  Salt Lake City, UT

Designations

• Chartered Financial Analyst