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Eric Allbin
Managing Director at Seven Post Investment Office LP
Professional Background
Eric Allbin is a distinguished finance professional with extensive experience in investment management and private wealth advisory. He currently holds the position of Managing Director at Seven Post Investment Office LP, a premier Private Investment Office that caters to a select group of ultra high net worth families, as well as endowments and foundations. Under his leadership, Seven Post has implemented innovative investment strategies that blend traditional portfolio management with alternative asset classes. His expertise encompasses not only investment management but also providing bespoke family office solutions tailored to meet the unique needs of affluent families.
Before ascending to his current role, Eric served as Principal at Seven Post, where he honed his skills in portfolio construction and risk management, ultimately contributing to the firm’s reputation as a trusted advisor in the financial sector. Eric's career is marked by his tenure at Goldman Sachs & Co., where he held the esteemed position of Vice President. During his time there, he gained invaluable insights into the intricacies of wealth management and capital markets, which have enriched his holistic approach to investment.
In addition to his roles in investment management, Eric began his career as a Private Wealth Advisor at Sagemark Consulting, where he offered strategic financial planning and investment advice to high-net-worth individuals. This early experience laid a strong foundation for his commitment to client service and deep understanding of the financial goals and challenges faced by ultra high net worth clientele.
Education and Achievements
Eric Allbin's educational background reflects his dedication to expertise and continuous learning in the field of finance. He studied Certified Investment Management Analyst, Investment Management at the esteemed Chicago Booth Executive Education program, where he acquired advanced methodologies in investment management. This education has played a pivotal role in shaping his analytical skills and approach to strategic investment. Additionally, Eric pursued studies at Columbia University in the City of New York, further broadening his academic foundation in business and finance.
Throughout his career, Eric has demonstrated a commitment to excellence and has built a robust professional network, connecting with leaders and innovators in the finance world. His leadership at Seven Post Investment Office has been marked by a steady focus on optimizing investment performance while adhering to the highest ethical standards. Eric is well-respected among his peers for his depth of knowledge as well as his personable approach to client relationships.
Achievements
- Managing Director at Seven Post Investment Office LP, overseeing investment strategies for ultra high net worth families.
- Principal at Seven Post Investment Office LP, enhancing client portfolio management.
- Vice President at Goldman Sachs & Co., contributing to wealth management strategies at a top-tier global investment bank.
- Private Wealth Advisor at Sagemark Consulting, where he started his career and built foundational client service skills.
- Advanced studies in Certified Investment Management Analyst from Chicago Booth, reinforcing his expertise in investment management practices.
