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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Csenge Advisory Group | Chief Investment Officer | Jul 1997 to Present | — |
Education
Vanderbilt University
1993 — 1997
The Taft School
1989 — 1993
Skills & Expertise
Others at Csenge Advisory Group (1)
| Name | Role | Location |
|---|---|---|
S Sean Biggs | Sr. Investment Associate, Co-Portfolio Manager | FL , United States |
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