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Eric Beyrich
Co-Chief Investment Officer, Equity Portfolio Manager at Sound Income Strategies, LLC
About
Eric Beyrich is the Co-Chief Investment Officer and Equity Portfolio Manager at Sound Income Strategies, LLC, where he leads equity research, portfolio management, and investment strategy development. He joined the firm in 2020 and was appointed Co-Chief Investment Officer in 2021, leveraging over three decades of experience as a fundamental value investor to drive superior portfolio performance.
With a specific focus on income-generating equities and fixed-income strategies, Eric invests across domestic and international markets, emphasizing sectors and asset classes that deliver consistent dividends and long-term value for clients. He is recognized for expertise in designing portfolios aimed at maximizing interest and dividend returns, helping both institutional and retail investors achieve strategic income growth.
Previously, Eric held senior roles including Senior Research Analyst at Arbiter Partners, Head of Equities at Loews Corporation—where his portfolios consistently outperformed the S&P 500—and Advisor to the Chairman and CEO at Emergis Global Capital Advisors. He holds a BA in Economics from Rutgers University, an MBA in Finance and International Business from NYU Stern, and a Post-Graduate Diploma in Financial Strategy from Oxford, and is a CFA® and CFP® charterholder.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sound Income Strategies | Co-Chief Investment Officer, Equity Portfolio Manager | Apr 2020 to Present | — |
| Emergis Global Capital Advisors | Advisor to the Chairman and CEO | Jan 2019 to Jan 2020 | — |
| Arbiter Partners | Senior Research Analyst | Apr 2013 to May 2019 | — |
| Loews Corp | Senior Equity Portfolio Manager - Head of Equities | Nov 2004 to Dec 2012 | — |
| Prudential Investments | Senior Equity Analyst | Dec 1998 to May 2000 | Analyzed small and mid cap value stocks for mutual funds with $1B in assets. The Small Cap fund ranked in the 18% Morningstar percentile, when closed in May 2000. Acted as a generalist, with primary... |
| National Westminster Bank | AVP - Business Strategies Group | Jun 1993 to Oct 1994 | Developed and delivered project management, corporate investment analysis and internal consulting services for senior management. Successful projects included:
• Analyzing and proposing the NYCE/Yan... |
| Arbiter Partners | Senior Research Analyst | May 2013 to Jun 2019 | Senior member of an 8-person team that finds, evaluates & invests on the long and short side, for an all-cap, global, value hedge fund / family office with $1B in AUM. Generalist with a particular fo... |
| KR Capital Advisors | Vice President and Partner | Jun 2000 to Nov 2004 | Stock analyst and head of marketing for asset management firm. Evaluated mid and large cap value stocks for pension and hedge fund accounts with $2B in assets. Portfolio out-performed the S&P 500 by... |
| Progressive Capital Management (Investment Arm of the Progressive Insurance Comp | Equity Portfolio Manager | Apr 1996 to Nov 1998 | Co-managed a $600MM all-cap value portfolio for the Progressive Insurance company that included foreign and private equity positions. The portfolio out-performed an equally blended mix of the S&P mark... |
| Bear Stearns Asset Management | Vice President - Small and Large Cap Value Analyst | Jan 1994 to Jan 1996 | Part of three-man team managing $3B in large cap and $300MM in small cap stocks. These portfolios out- performed their benchmarks every year since inception. Contributed to team by performing fundam... |
| Asset Management Group | Senior Financial Analyst and Wealth Management | Jan 1988 to Jan 1991 | Developed financial plans for ultra high net worth families. Received letters of praise from clients and management for providing outstanding service and results. Generated success for clients and th... |
Education
The Wharton School
NYU Stern School of Business
MBA, Finance, International Business
Saïd Business School, University of Oxford
Post-Graduate Diploma, Financial Strategy
Rutgers University
BA, Economics
Skills & Expertise
Others at Sound Income Strategies, LLC (5)
| Name | Role | Location |
|---|---|---|
E Eric Lutton | Chief Investment Officer | Boca Raton, FL , United States |
 | Senior Portfolio Analyst | Boca Raton, FL , United States |
 | Portfolio Analyst | Boca Raton, FL , United States |
T Tyler Anderson | Senior Portfolio Analyst | Jupiter, FL , United States |
 | Portfolio Analyst | Boca Raton, FL , United States |
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 | Vice President, Portfolio Manager | Palisades Hudson Asset Management, L.P. | Stamford, CT , United States |
 | Partner | Archpoint Investors | Lake Zurich, IL , United States |
