Profile
Mr. Eric M.
Price is a President & Chief Investment Officer at Price Wealth, LLC.
As Founder, President and Chief Investment Officer of Price Wealth, he oversees the business management and corporate strategy of the company, as well as investment strategy and portfolio management for clients.
On a daily basis, he works to ensure that Price Wealth remains in step with every client, and aligned with their priorities and goals.
Mr. Price has been managing family and foundation portfolios since 1998.
He began his career in the Private Wealth Management offices of Morgan Stanley, both in New York and Houston.
He then moved to a Principal role with Avalon Advisors in Austin, where he was chief architect of the firm’s advisory and consulting services, before founding Price Wealth in 2004.
In addition to his work for the firm, he served on the Investment Committee of LBJ Asset Management Partners, Ltd.
from 2005 through 2009.
While attending graduate school, he worked as a Portfolio Manager with the Texas MBA Investment Fund, LLC and was President of the Graduate Finance Association.
He earned a BS in economics and business administration from Vanderbilt University before moving on to earn an MBA in finance and accounting from the University of Texas Graduate School of Business.
Former positions of Eric Montgomery Price
Companies | Position | End |
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Price Wealth, LLC
Price Wealth, LLC Investment ManagersFinance Price Wealth LLC is a wealth management firm headquartered in Austin, Texas. The firm was founded by Eric Price in 2004 as Price Wealth Management, Inc. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Price Wealth provides integrated wealth management services for families and their foundations. | Chief Executive Officer | - |
Training of Eric Montgomery Price
The University of Texas at Austin | Masters Business Admin |
Vanderbilt University | Undergraduate Degree |
Experiences
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1st degree companies
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Linked companies
Private companies | 1 |
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Price Wealth, LLC
Price Wealth, LLC Investment ManagersFinance Price Wealth LLC is a wealth management firm headquartered in Austin, Texas. The firm was founded by Eric Price in 2004 as Price Wealth Management, Inc. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Price Wealth provides integrated wealth management services for families and their foundations. | Finance |
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- Eric Montgomery Price