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EC

Eric Caisse

Chief Investment Officer at Csenge Advisory Group

Clearwater, FL , United States

About

Eric Caisse is Chief Investment Officer and Partner at Csenge Advisory Group in Clearwater, FL, where he has led investment strategy and asset allocation since 1997. In this role, he oversees the firm's proprietary asset management process, guiding portfolios for high-net-worth individuals, institutions, and retirement plans with a focus on multi-asset class strategies that integrate both fundamental and technical analysis.

Caisse is recognized for developing and managing diversified portfolios that span equities, fixed income, alternatives, and tactical sectors, with a particular emphasis on blending active and passive management to optimize risk-adjusted returns. He is intimately involved in managing investments across U.S. and global markets and is noted for his expertise in identifying market trends and risk factors using quantitative and technical models.

He holds the CFA®, CMT®, CFP®, and ABFP℠ designations, bringing a rigorous and multifaceted analytical approach to Csenge's investment process. Eric graduated from Vanderbilt University and The Taft School and is highly regarded for his long-term impact on the firm's investment platform and contributions to advancing evidence-based portfolio management within the advisory industry.

Career History

OrganizationRoleDate RangeDetails
Csenge Advisory GroupChief Investment OfficerJul 1997 to Present

Education

Vanderbilt University

1993 1997

The Taft School

1989 1993

Skills & Expertise

Portfolio Management
Asset Allocation
Risk Management
Economics
Strategic Financial Planning
Securities
Investments
Financial Advisory
Series 63
Series 7
Finance
FINRA
Alternative Investments
Investment Strategies
Series 65
Financial Analysis
Wealth Management
Asset Management
Financial Planning
Investment Advisory

Others at Csenge Advisory Group (1)

NameRoleLocation
S
Sean Biggs
Sr. Investment Associate, Co-Portfolio ManagerFL , United States

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