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Eric Sterner
Chief Investment Officer at Apollon Wealth Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Apollon Wealth Management, LLC | Chief Investment Officer | Jun 2022 to Present | — |
| Prudential Financial | VP, Portfolio Construction, Strategic Investment Research Group | Apr 2021 to Jun 2022 | — |
| Prudential Financial | Vice President and Portfolio Manager, Digital Investment and Product Management | Aug 2017 to Apr 2021 | — |
| State Street Alternative Investment Solutions | Managing Director | Mar 2013 to Aug 2017 | — |
| MetLife | AVP - Investment Products | Sep 2008 to Feb 2013 | — |
| MetLife | Director - Portfolio Analytics | Mar 2004 to Sep 2008 | — |
| Syntel | Business Analyst | Sep 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. |
| AdvisorTech | Global Product Manager | Aug 2000 to Sep 2002 | Responsible for designing and managing product development activities, overall product marketing strategy, and budget of new and existing products. |
| Suretrade | Director of New Business Development | Aug 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)
| Name | Role | Location |
|---|---|---|
| Trading and Program Manager | SC , United States | |
| Partner | Cumming, GA , United States | |
| Managing Partner | Braintree, MA , United States | |
| Managing Partner | Gainesville, GA , United States | |
| Trading Associate | Omaha, NE , United States | |
L Lynne Holcomb | Research Analyst | Hartford, CT , United States |
B Bernhard Koepp | Senior Portfolio Manager, M.D. | New York, NY , United States |
| Research Analyst | St. Augustine, FL , United States | |
| Portfolio Manager | Mount Pleasant, SC , United States |
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