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Board of Finance Investment Report for FY 2016
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Board of Finance Investment Report for FY 2016
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Source® <br /> ' Bank <br /> Wealth Advisory Services <br /> Title: Vice President and Senior Fixed <br /> Income Portfolio Manager <br /> Education: B.S. Marketing, Finance minor <br /> York College <br /> York, Pennsylvania <br /> Background: Erikjoined 1st Source in 2015 after <br /> working with Comerica in Detroit as a Senior Fixed <br /> Income Analyst & Strategist for seven years, and prior <br /> as a Closely-Held Investment Analyst for two years. <br /> He worked as a manager of fixed income analytics <br /> Erik Clapsaddle, CFA, CFP® and worked closely with the capital markets and <br /> office: (574) 235-2754 investment banking businesses. His work has focused <br /> mobile: (248) 808-4281 on credit analytics, valuation, interest rate strategies, <br /> ClapsaddleE @lstsource.com and macro-strategy. Erik has developed and <br /> implemented tailored portfolio asset allocation <br /> strategies, which were focused on fixed income, <br /> for a wide array of clients with a large range of <br /> financial instruments. <br /> Organizations: Erik is active coaching local youth <br /> sports teams. Erik received his B.S. in Marketing <br /> with Minors in Finance and Music Industry from <br /> York College of Pennsylvania. <br /> Our -MdsiM t� to heep our c&nts, achietle secun't <br /> huR wealth anc( reaftze their drm s. <br /> 45 <br />
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