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Eric Hagen

Portfolio Advisor

Milwaukee, WI | (414) 905-7800

Eric Hagen

Expertise

Eric is a Portfolio Advisor responsible for providing holistic wealth management services for individuals and institutions. Eric has held the Chartered Financial Analyst (CFA) designation since 2007. He is a member of the CFA Institute, and the CFA Society of Milwaukee.

Experience

Prior to joining Northern Trust, Eric spent over 18 years as an Investment Manager for fiduciary client portfolios at Wells Fargo.

Community Involvement

Eric is actively involved in the community through coaching youth sports and church/school fundraising. Eric and his family have also been a host family for several foreign exchange students from China.

Joined Northern Trust

2023

Education

Bachelor of Science degree in Finance, University of Wisconsin-La Crosse.

Credentials

Chartered Financial Analyst (CFA) designation.

Milwaukee

Cash Services Unavailable | ATM Available inside the lobby*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

526 East Wisconsin Avenue

Milwaukee, Wisconsin 53202

Call: +1- 414-905-7800
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*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.