Eric Konigsberg, FRM, PRM, CPM

Visionary
DISC Type : Ds

Finance Specialist AI Tutor at xAI

New York, New York, United States

Overview

Eric is a business operations and investment executive with over 15 years of experience scaling operating platforms for major asset managers like Rockefeller and Fiera Capital. He holds an MBA from NYU Stern and is a Certified Financial Risk Manager (FRM). Colleagues describe him as detail-oriented, diligent, and a clear communicator.

He has transitioned from C-suite roles in traditional finance, where he was a COO and Deputy CIO, to his current role training financial AI models at xAI.

Unique fact: Eric leverages his deep expertise in equities, fixed income, and derivatives to train advanced AI models.

Personality Overview

Early Adopter

Fast But Thoughtful

Direct & Assertive

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

AI in Finance
Currently works as a Finance Specialist AI Tutor at xAI, training models on complex financial topics and collaborating with engineers to enhance model performance.
Investment Operations
As COO of Rockefeller Asset Management, he led front-to-back operations, trading, and technology, focusing on platform integration and workflow automation across a $16B+ AUM platform.
Investment Risk
Served as Head of Investment Risk and Deputy CIO at Fiera Capital, overseeing portfolio construction, risk analytics, and due diligence. He also holds an FRM certification.

Media Appearances

Eric has no verified media appearances

Work History

9-2025
Finance Specialist AI Tutor at xAI
1-2025
Strategy Consultant at Self-employed
11-2020 - 12-2024
Managing Director, Chief Operating Officer of Rockefeller Asset Management at Rockefeller Capital Management
2-2019 - 6-2020
Deputy Chief Investment Officer, U.S. Division at Fiera Capital
9-2016 - 2-2019
Head of Investment Risk, U.S. Division at Fiera Capital

Education

Bachelor of Arts and Science from University of Pennsylvania
MBA from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : New York, New York, United States Job Level : Junior Designation : Finance Specialist AI Tutor at xAI
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Eric

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Eric take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Eric

Personality Compatibility


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