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Eric Sterner

Eric Sterner

Chief Investment Officer at Apollon Wealth Management, LLC

Bridgewater, NJ , United States

About

Eric Sterner is the Chief Investment Officer at Apollon Wealth Management and Apollon Financial, where he leads all investment research, due diligence, and portfolio management activities across the firm's proprietary strategies. He also chairs the investment committees for both firms, guiding overall portfolio construction and strategic asset allocation.

Sterner's expertise covers a broad range of asset classes including equities, fixed income, high yield, alternative investments, and private equity. He is recognized for his thought leadership on topics such as mega-cap technology, global markets (including Japan and international equities), quality companies, defensive sectors, and diversification strategies.

Before joining Apollon, Sterner held senior roles at Prudential Financial, including Vice President in both Portfolio Construction and Digital Investment/Product Management. He holds a CFA, CAIA, FRM, and CIPM, an MBA with Honors from the University of Massachusetts, and a BS in Finance from the University of Connecticut. He is widely regarded in the industry, regularly appearing in major financial media such as WSJ, CNBC, Bloomberg, and Reuters.

Career History

OrganizationRoleDate RangeDetails
Apollon Wealth Management, LLCChief Investment OfficerJun 2022 to Present
Prudential FinancialVP, Portfolio Construction, Strategic Investment Research GroupApr 2021 to Jun 2022
Prudential FinancialVice President and Portfolio Manager, Digital Investment and Product ManagementAug 2017 to Apr 2021
State Street Alternative Investment SolutionsManaging DirectorMar 2013 to Aug 2017
MetLifeAVP - Investment ProductsSep 2008 to Feb 2013
MetLifeDirector - Portfolio AnalyticsMar 2004 to Sep 2008
SyntelBusiness AnalystSep 2003 to Mar 2004
Served as a consultant on client’s site, State Street’s Investment Managers Solutions (IMS) product management department, working on its trading and asset management platforms.
AdvisorTechGlobal Product ManagerAug 2000 to Sep 2002
Responsible for designing and managing product development activities, overall product marketing strategy, and budget of new and existing products.
SuretradeDirector of New Business DevelopmentAug 1997 to Jun 2000
Responsible for the development of new online brokerage products and managing relationships with key business partners.

Education

University of Massachusetts

MBA

2007 2008

University of Connecticut School of Business

Bachelor of Science, Finance

1991 1995

Others at Apollon Wealth Management, LLC (9)

NameRoleLocation
Adam Bonner
Adam Bonner
Trading and Program ManagerSC , United States
Brian Pierce
Brian Pierce
PartnerCumming, GA , United States
Dan McCarthy
Dan McCarthy
Managing PartnerBraintree, MA , United States
David Pierce
David Pierce
Managing PartnerGainesville, GA , United States
David Ricchini
David Ricchini
Trading AssociateOmaha, NE , United States
L
Lynne Holcomb
Research AnalystHartford, CT , United States
B
Bernhard Koepp
Senior Portfolio Manager, M.D.New York, NY , United States
Connor Nickles
Connor Nickles
Research AnalystSt. Augustine, FL , United States
Paul Defrances
Paul Defrances
Portfolio ManagerMount Pleasant, SC , United States

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