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Eric W. Bailey, CFAPrincipal, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5012
  • LinkedIn

Eric joined CapTrust Advisors in Tampa in 1998 as one of the company's founding partners. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Eric is currently a principal and financial advisor responsible for providing investment advisory services to fiduciaries of retirement plans, foundations, and endowments, as well as comprehensive wealth management services to high-net-worth individuals and families. Prior to co-founding CapTrust Advisors in Tampa, Eric was a vice president at PaineWebber (now UBS) and has worked in the industry since 1992.

EDUCATION

  • Bachelor of Science degree in accounting and finance from the University of South Florida

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst® (CFA)

INDUSTRY INVOLVEMENT

  • CFA Institute
  • CFA Society of Tampa Bay
  • Chair of the Board of United Way Suncoast
  • Advisory Board for University of South Florida School of Accountancy
  • CEO Council of Tampa Bay

 

Personal Profile

Hometown:
Tampa, FL
Favorite Book or Movie:
Jason Bourne Series
Ideal Dinner Guest:
Steve Jobs, Sun Tzu, and my father
Words to Live By:
Live life to the fullest!
Qualities I Admire in People:
Integrity, drive, and commitment