Mr. Eberhardt is an Investment Operations Officer at DAI Asset Management, responsible for overseeing investment operations, managing data integrity, and enhancing risk management. His duties include leading the analyst and associate team, maintaining financial models, improving technological and operational processes, and ensuring strategic coordination across departments.
Before joining DAI-AM in 2022, Mr. Eberhardt was a Financial Solutions Advisor at Bank of America Merrill Lynch , conducting portfolio reviews, retirement analysis, and providing market insights to clients and prospects. He also worked as an Equity Analyst at the Global Equity Fund at the University of Maryland, where he evaluated investment opportunities and monitored market trends for the portfolio.
Mr. Eberhardt received a BS in Management from George Mason University and completed his MBA from the Robert H. Smith School of Business at the University of Maryland. He is fluent in Spanish and English.