Eric Wathen, CFA®
Portfolio Manager
Professional
Eric Wathen is a Portfolio Manager at Provident, where he is responsible for investment research, portfolio construction, and ongoing management of client portfolios. He holds a BS in Finance and an MBA from Oakland University and is a CFA® charterholder. Prior to joining Provident, Eric managed a private investment fund and served as a financial advisor for a national securities firm. In addition to portfolio management, Eric works closely with clients on financial planning decisions that can meaningfully improve long-term outcomes, including Social Security optimization, Roth conversion analysis, and tax-aware retirement income strategies. He takes a coordinated approach, evaluating how investment, tax, and income decisions work together over time.Personal
When he's not managing portfolios, Eric can be found on a disc golf course, tearing through sand dunes in a buggy, or reading science fiction. He and his wife have three young daughters and love escaping to Michigan's Upper Peninsula for family time.Contact
- ewathen@investprovident.com
- (800) 449-6970
- 39555 Orchard Hill Place, Suite 139,
Novi, MI 48375
Education
BS in Finance — Oakland University
MBA — Oakland University
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