Eric Annett
Investment Advisor
Eric is an Investment Advisor for our Wealth Management Team. He has an analytical skill set and loves to take complex subject matter and make it easier for people to understand so financial matters don’t get in the way of living their best life. Eric is a Certified Investment Management Analyst® designee, having obtained the credential from the Investments and Wealth Institute in 2023. In addition to investment research and analysis, Eric focuses on tax efficient investment and planning strategies. Prior to joining Cherry Tree, Eric spent seven years in a variety of advisor support roles within MassMutual, where he honed experience with investment research, trading, and portfolio management.
In his free time, Eric lives with his golden retriever Goose in Plymouth, where they love to get out walking around the area’s lakes and trails or throw a ball around in the park. He is also an sports fan and loves to read, play golf, and travel.
Focus
- Client Service
- Financial Analysis
- Investment Research
- Investment Management
Education
- B.A., Economics, University of Minnesota – Twin Cities
- Certified Investment Management Analyst®
- Accredited Portfolio Management Advisor℠
Prior Experience
- Investment Specialist, M&E Catalyst Group
- Brokerage Coordinator, MassMutual Central US
- Case Design Consultant, Charterpoint Wealth Strategies
Other
- Member, Investments & Wealth Institute
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.