Eric J Caisse, CMT, CFA, CFP

Eric Caisse is the CIO of Csenge Advisory Group. He works with clients in all stages of the financial planning process to drive the application of sophisticated risk management and tactical asset allocation techniques. Eric manages a series of in-house ETF portfolios geared towards risk-conscious investors utilizing a fusion analysis process, which combines aspects of both fundamental and technical analysis.

Eric has earned the Chartered Market Technician (CMT), Certified Financial Planner (CFP®), and Chartered Financial Analyst (CFA®) designations. He also holds Series 7, 24, 63 and 65 licenses as well as insurance licenses for life, health and variable annuities. He received his BA in economics with honors from Vanderbilt University.

Eric dedicates considerable time to professional and community organizations. He is an active member of the CFA society of Tampa Bay, a charter member of the financial planning institute, chair of the CMT Association Tampa Bay Chapter, a member of The Tampa Club, a graduate of Leadership Tampa Bay and sits on the alumni committee for Tampa Connection.