Eric Burt
VP Outsourced Trading at Capital Institutional Services, Inc. (CAPIS)- Claim this Profile
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Bio
Mark Wojcik
I worked closely with Eric for 3 years during his capacity as Fiera's head equity trader. From our initial introduction, Eric was nothing but professional, kind, willing to extend a helping hand and strove to improve trading efficiencies. He quickly established himself as a partner and confidant among many members of the trading desk, heads of investment teams and Risk and Compliance. Eric was instrumental in improving processes and policies relating to trading matters, oversight of the trading desk and fostering increased communications across teams that interacted with the trading desk. He was always extremely generous with his time and his expertise and found time during his long and often busy days to work through issues in a factual, direct and concise manner. Eric quickly became a go-to person for compliance and risk matters relating to trading, as he was a known subject matter expert who approached matters confidently and even-keeled. I was lucky to have worked with him and would not hesitate to do so again.
Dexter Torres, CFA
Eric is a true investment professional. Someone who could be a key building block to build a business around. It’s not often you come across people who have both the skill set and the collaborative personality. He is a true markets person and someone I completely trust and respect. Even being in the business as long as I have , I can honestly say I learned a lot from him. His passion for the markets and overall trading knowledge is second to none. Any firm would be lucky to have him.
Mark Wojcik
I worked closely with Eric for 3 years during his capacity as Fiera's head equity trader. From our initial introduction, Eric was nothing but professional, kind, willing to extend a helping hand and strove to improve trading efficiencies. He quickly established himself as a partner and confidant among many members of the trading desk, heads of investment teams and Risk and Compliance. Eric was instrumental in improving processes and policies relating to trading matters, oversight of the trading desk and fostering increased communications across teams that interacted with the trading desk. He was always extremely generous with his time and his expertise and found time during his long and often busy days to work through issues in a factual, direct and concise manner. Eric quickly became a go-to person for compliance and risk matters relating to trading, as he was a known subject matter expert who approached matters confidently and even-keeled. I was lucky to have worked with him and would not hesitate to do so again.
Dexter Torres, CFA
Eric is a true investment professional. Someone who could be a key building block to build a business around. It’s not often you come across people who have both the skill set and the collaborative personality. He is a true markets person and someone I completely trust and respect. Even being in the business as long as I have , I can honestly say I learned a lot from him. His passion for the markets and overall trading knowledge is second to none. Any firm would be lucky to have him.
Mark Wojcik
I worked closely with Eric for 3 years during his capacity as Fiera's head equity trader. From our initial introduction, Eric was nothing but professional, kind, willing to extend a helping hand and strove to improve trading efficiencies. He quickly established himself as a partner and confidant among many members of the trading desk, heads of investment teams and Risk and Compliance. Eric was instrumental in improving processes and policies relating to trading matters, oversight of the trading desk and fostering increased communications across teams that interacted with the trading desk. He was always extremely generous with his time and his expertise and found time during his long and often busy days to work through issues in a factual, direct and concise manner. Eric quickly became a go-to person for compliance and risk matters relating to trading, as he was a known subject matter expert who approached matters confidently and even-keeled. I was lucky to have worked with him and would not hesitate to do so again.
Dexter Torres, CFA
Eric is a true investment professional. Someone who could be a key building block to build a business around. It’s not often you come across people who have both the skill set and the collaborative personality. He is a true markets person and someone I completely trust and respect. Even being in the business as long as I have , I can honestly say I learned a lot from him. His passion for the markets and overall trading knowledge is second to none. Any firm would be lucky to have him.
Mark Wojcik
I worked closely with Eric for 3 years during his capacity as Fiera's head equity trader. From our initial introduction, Eric was nothing but professional, kind, willing to extend a helping hand and strove to improve trading efficiencies. He quickly established himself as a partner and confidant among many members of the trading desk, heads of investment teams and Risk and Compliance. Eric was instrumental in improving processes and policies relating to trading matters, oversight of the trading desk and fostering increased communications across teams that interacted with the trading desk. He was always extremely generous with his time and his expertise and found time during his long and often busy days to work through issues in a factual, direct and concise manner. Eric quickly became a go-to person for compliance and risk matters relating to trading, as he was a known subject matter expert who approached matters confidently and even-keeled. I was lucky to have worked with him and would not hesitate to do so again.
Dexter Torres, CFA
Eric is a true investment professional. Someone who could be a key building block to build a business around. It’s not often you come across people who have both the skill set and the collaborative personality. He is a true markets person and someone I completely trust and respect. Even being in the business as long as I have , I can honestly say I learned a lot from him. His passion for the markets and overall trading knowledge is second to none. Any firm would be lucky to have him.
Credentials
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Series 7, 63, 57
FINRAJul, 2021- Oct, 2024
Experience
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VP Outsourced Trading
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Aug 2021 - Present
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Fiera Capital
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Canada
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Financial Services
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400 - 500 Employee
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Senior Trader / Vice President
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Jul 2017 - Jun 2020
Enhanced and cultivated equity capabilities, expanding brokerage coverage, introducing new technologies, sharing trading expertise, and providing a renewed level of service to Portfolio Managers (PM’s). -Consistently ranked as one of the top traders in the firm by third party vendor GTA (Global Trade Analytics) in their assessment of Best Execution through post trade TCA analysis. Added 6bps per quarter on average in positive trading performance. -Served as Primary trader for Closed End Fund Strategy consisting of names difficult to trade that present liquidity challenges. Increased trading efficiencies and lowered cost for end client by providing liquidity. -Chair of the Soft Dollar Committee, responsible for leading quarterly meetings, managing the soft dollar budget and providing transparency to committee members consisting of the CEO, CIO, Compliance and other key personnel. -Built the trading infrastructure to support the EM strategy which was acquired by the firm at the end of 2017.
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EII Capital Management, Inc.
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Investment Management
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1 - 100 Employee
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Head Trader / Managing Director
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Apr 2002 - Jun 2017
Aligned to assist in the growth of AUM from $1.7B to $15B by taking part in meetings with prospective clients, contributing to due diligence meetings, and aiding with RFP questionnaires. -Researched and built the trading infrastructure to support the increase of AUM. -Introduced new technologies/support such as Central Trade Management, FX Connect, Factset, Westminster Associates and Charles River in order to effectively manage large sums of client assets with minimal staff. -Managed one Senior Trader and the IT Department consisting of two engineers. -Served as Head of the Best Execution Committee and Soft Dollar Committee providing firm-wide transparency. -Developed trading practices and checks and balances that all but eliminated trading errors.
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Trader
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Nov 1996 - Apr 2002
Exercised discretion in the execution of stock positions, traded actively for all Money Managers and served as the Main Trader for Seth Glickenhaus, founder of the firm and legend of Wall Street. Exercised discretion in the execution of stock positions, traded actively for all Money Managers and served as the Main Trader for Seth Glickenhaus, founder of the firm and legend of Wall Street.
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Education
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Villanova University
Bachelor's degree, History
Community
