Eric Belgard, CFA, CAIA in

Eric Belgard, CFA, CAIA

Login to view DISC.
Executive Director at Baron Capital
📍 New York City Metropolitan Area, United States

Eric Belgard is an Executive Director at Baron Capital, where he partners with asset allocators like RIAs and family offices. A Chartered Financial Analyst (CFA) and CAIA Charterholder, he specializes in delivering tailored investment strategies and holds a Bachelor of Science from Quinnipiac Universitys School of Business.

He recently enhanced his credentials by earning the Chartered Alternative Investment Analyst (CAIA) charter, a significant achievement in the investment management industry.

Read the full overview →
Experience
15 Years
Current Role
Executive Director
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Eric shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Eric cares about

Alternative Investments
He recently earned his CAIA charter, demonstrating deep expertise and interest in the alternative investment space for retail and institutional clients.
Wealth Management
His career spans wealth management services, from being a Financial Advisor at Morgan Stanley to his current work with RIAs and family offices.
+4 more topics Login to view topics
Career

Work history

4-2026
Executive Director
Baron Capital
8-2017
Regional Director
Baron Capital
5-2016 - 8-2017
Investment Specialist
Baron Capital
6-2013 - 5-2016
Regional Marketing Director
CION Investments
6-2011 - 6-2013
Financial Advisor
Morgan Stanley
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Quinnipiac University - School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Mazin Hamad
Mazin Hamad
Remote & Autonomous Technical Manager
Fugro
 Lexis Stingley, MBA CSM CSSGB
Lexis Stingley, MBA CSM CSSGB
Business Analyst
State Farm
 Kathy Williams
Kathy Williams
Manager, CIO Administrative Services
Eastern Maine Healthcare Systems
 Michael Mistretta
Michael Mistretta
Vice President Information Technology Optum, Serving Northern Light Health
Optum
Unlock the full playbookSee exactly how to sell to Eric. Free, 10 seconds.