Eric McKenzie

Director of Operations

With nearly 30 years of experience in the financial services industry, Eric is responsible for the administrative and operations functions at Innovative Portfolios. As Director of Operations and Portfolio Manager at SBAuer Funds for the last ten years, Eric handles equities trading for the Auer fund—a straight equity fund.

Eric’s prior experience includes a position as Vice President of Distribution and Client Services for Huntington Bank, where he was also Vice President of the Huntington Funds. At Charles Schwab, Eric traded equities and mutual funds as an Investment Consultant, later moving into Business Development. He then became an Advice Training Manager, training sales team members, managers and directors in the Schwab model for providing investment advice and coaching. Eric previously worked as an Investment Consultant at Bank One.

Eric earned a history degree at Ball State University in Muncie, Indiana, and enjoys spending time with his wife, their two grown sons, two dogs and a Himalayan cat named Jayne.