Eric Radzan

Senior Consultant

Eric Radzan is a senior financial services leader with more than 25 years of experience in Separately Managed Account (SMA) product management and development, program management, product marketing and project leadership. His background includes leadership and management roles in product management, project management and field support. He has helped multiple Fortune 500 companies meet their strategic goals and objectives.

At Schwab, Eric managed a team responsible for marketing, product management and development, strategy, and field support of the third-largest SMA platform in the industry (more than $100 billion AUM). Eric helped launch multiple High Net Worth (HNW) products for the retail and RIA channels while there.

Prior to Schwab, Eric was vice president of managed account product development and management at Wells Fargo, where he developed and managed mutual fund wrap, multistrategy portfolios and Separately Managed Account platforms.

Eric has deep understanding of advisory programs, wealth management, B2B and B2C product marketing, distribution and strategy. While Eric’s expertise resides in financial services, he also has experience in the entertainment industry.

In his free time, Eric enjoys running, reading, traveling and learning how to play guitar.