Eric A. Dzik

Eric manages all equity trades and provides fixed-income support through his role as Securities Trader. He works closely with the research and trading departments to ensure that trading processes are properly documented, implemented, and regularly monitored. 

As a Senior Client Service Associate, Eric is responsible for onboarding new clients, maintaining accounts, assisting advisors with client inquiries, and handling asset transfers and money movements.

My Professional Background

Prior to joining Evermay, I spent over two years with a registered investment advisor, working as a Client Service Associate and Securities Trader. I graduated from George Mason University with a B.S. in Finance. During my time there, I interned for a registered investment advisor and served as Vice President of the Student Managed Investment Fund.

My Personal Life

I currently live in Arlington, Virginia. In my downtime, I enjoy playing music and keeping up with sports.

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