Eamon M. Verdone
CFA®, CAIA®, CFP®
Senior Investment Research Analyst
Eamon specializes in asset allocation, fund manager research, and portfolio construction, as well as supporting the Corporate Development Team through financial modeling and assisting the Executive Team with data analysis for strategic initiatives.
Eamon has been involved in the financial services industry since 2014. He earned a bachelor of science degree in finance from Northern Illinois University. He volunteers for the CFA Institute’s Candidate Body of Knowledge to help set the foundation for the future curriculum of the CFA program. Outside of the office, Eamon volunteers as a trustee for the Sycamore Public Library to promote higher standards for lifelong learning in the community.
Eamon and his wife Emily enjoy staying active and exploring the outdoors with their son, Huxley, and dog, Gigi. Having played just about every sport growing up, Eamon still avidly follows the Chicago Cubs, Bears and Bulls. On rainy days, you might find him reading financial research, learning computer coding languages, or checking out local restaurants for unique food and craft beer with his family.
My role is so rewarding because I’m able to serve others by helping them reach their financial goals. It is truly amazing to see months’ or years’ worth of research culminated in a change to our portfolio that we believe will benefit the thousands of individuals, families, and institutions we serve.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.