• BS in Decision Science & Psychology, Carnegie Mellon University
  • Chartered Alternative Investment Analyst (CAIA)

Eric Bernstein, CAIA

Director of Alternative Investments

Analytical, Curious, Intellectual

Eric is responsible for overseeing and optimizing the operations of GM Advisory Group’s private investment platform. He engages with and analyzes managers of Private Equity, Hedge Fund, and direct investment opportunities; oversees the due diligence on newly sourced illiquid investments, and monitors existing allocations on GMAG’s investment platform. Eric has experience evaluating deals across strategies, including venture capital, buyout, real estate, and private debt as well as a variety of sectors, including financial services, retail, tech, food and beverage, industrial, and energy, among others.

An explorer at heart, Eric can frequently be found in the great outdoors, hiking with his beloved dog. This passion for exploration follows him into the office where he is constantly on the lookout for new opportunities for GMAG’s clients. In fact, Eric is a driving force behind our ability to bring customized and best-in-class ideas to meet diverse client needs.

Eric’s work is aligned with GMAG’s goal of diversifying client portfolios and providing a risk/return profile that helps clients achieve their unique objectives. He finds his work intellectually stimulating and remains vigilant in continuing education activities that further develop his strengths in performing and coordinating business, financial, legal, and operational due diligence and understanding the latest developments in his field.

Prior to joining GMAG, Eric was a Lead Associate at Booz Allen Hamilton. Eric applies his consulting skills and perspectives to his work at GMAG where he institutes organizational best practices to improve operations.

Part of GMAG’s culture is our focus on service and philanthropy. Eric embodies this in his work as a Property Ambassador at the Trustees of Reservations, a Massachusetts-based land conservation nonprofit. He and his wife Erin live in Boston, where they enjoy hiking, biking, and kayaking in the city and surrounding areas. Eric originally hails from Long Island where they frequently travel to visit family, try new wineries or breweries, and attend the occasional Islanders game.