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First Business Bank Adds Vice President – Investment Portfolio Manager

Eric Engstrom, CIMA®

First Business Bank is pleased to welcome Eric Engstrom, CIMA®, as vice president – investment portfolio manager.

An essential member of the client service team, Engstrom also works with Private Wealth’s Investment Committee. Engstrom previously worked at Central Wealth Management as investment manager on all client assets. In this client-facing role, Engstrom worked primarily on investment analysis and portfolio construction and management. He was also responsible for producing educational materials (videos, blogs, etc.) for clients on market conditions and investment performance. Prior to Central Wealth Management, Engstrom was a financial advisor with New York Life where he gained valuable experience in sales, investment management, and financial planning. Engstrom began his career as a teacher of physics, astronomy, and chemistry at Wayland Academy in Beaver Dam, Wis.

Engstrom earned a bachelor’s degree from Macalester College and completed the CIMA® Executive Program through the Sloan School of Management (MIT).

“Our private wealth team is very pleased to welcome Eric,” said Brendan Freeman, president – private wealth. “His depth of experience helping clients achieve their priorities and the insight he provides clients with portfolio construction are both great assets we’re excited to add to our group.”