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Eric Borrow, CFA
Financial services professional with experience in process improvement and creation for emerging to multi-billion dollar funds, with additional experience in valuation / advisory / M&A at an elite investment bank
Eric Borrow is the Director of Fund Operations at EQUIAM, a role in which he is responsible for overseeing various operational aspects of the firm's fund management. He holds a B.A. from the College of the Holy Cross and an M.B.A. from NYU Stern School of Business, and he is a CFA Charterholder.12
Before joining EQUIAM, Eric gained valuable experience as a Healthcare Services Associate at Guggenheim Securities, where he executed deals in the healthcare sector and developed analytical skills in healthcare information technology (HCIT). He also served as a Vice President at BNY Mellon, where he played a crucial role in transitioning Bridgewater's back office infrastructure to BNY Mellon, focusing on operational processing tools and daily equity/ETF operations.13
His professional background highlights a strong focus on process improvement and operational efficiency within financial services, particularly in managing funds ranging from emerging to multi-billion dollar scales.2
