ERIC W. BAILEY, CFA
MANAGING PRINCIPAL
eric.bailey@captrustadv.com

A founding principal of CapTrust, Eric has undergone three years of advanced study in the complex issues of investment management and has earned the right to use the Chartered Financial Analyst® designation. He is a native of Tampa and received a degree, Summa Cum Laude in Finance and Accounting, from the University of South Florida. Eric has experience with the application of quantitative analysis, asset allocation, investment manager selection, and risk-return screening models. Eric also writes for the "Investment Corner" column of the national publication, 401(k) Advisor, by Panel Publishers. He is on the Finance and Investment Committee for the United Way of Tampa Bay, and has served as a past Treasurer on the Board of Directors.

Eric remains active in the community through leadership and mentoring. He is a graduate of the USF College of Business Leadership program, Leadership Tampa 04, award recipient of the Tampa Bay Business Journal "Forty under 40" Award*, and has received recognition for his ongoing involvement in the USF Corporate Mentor Program. He serves as Chair of the 2010 Board of Leadership Tampa Alumni Association. Eric also serves as Chair of the 2010 Board of Directors of the CEO Council of Tampa Bay.

Keeping current on important industry trends, Eric is involved with many professional organizations including: the Florida West Coast Employee Benefits Council, American Society of Pension Professionals and Actuaries (ASPPA), CFA Institute and served as past President of CFA Tampa Bay. Eric has completed the PLANSPONSOR Retirement Professional (PRP) program offered through the PLANSPONSOR Institute.

Eric has been a guest on CNBC and Fox Business News addressing various aspects of market and investment strategies. He has been quoted in a variety of national and international publications such as The Wall Street Journal, U.S. News & World Report, Chronicle of Philanthropy, Investment News, Miami Herald, Tampa Tribune, St. Pete Times, and the United Kingdom’s Fund Strategy Quarterly Review.

*Recipients are individuals recognized as up and coming leaders in business and the community in the Tampa Bay area.