Headshot of Eric McKenzie, Portfolio Manager & Operations Manager of SBAuer Funds LLC

Eric McKenzie

Portfolio Manager & Operations Manager


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Phone Number

(888) 711-AUER (2873)

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About Eric McKenzie

Eric joined SBAuer Funds, LLC, in 2009 and has over 20 years’ experience in financial services. His decision to join our firm was made while he was a Vice President at Huntington Asset Services—the firm we chose to start the Auer Growth Fund. Despite seeing dozens and dozens of funds, something about AUERX caught his attention and he wanted to be a part of it.

He earned a history degree at Ball State University in Muncie, Indiana, and began his career as an investment consultant with Charles Schwab and later with Bank One. He also serves as Director of Operations for Innovative Portfolios, LLC, a money management firm owned by Sheaff Brock Capital Management, LLC, where he assists with equities trading.

Eric enjoys spending time with his wife, their two grown sons, two dogs and a Himalayan cat named Jayne.

Professional History

2019

Innovative Portfolios, LLC

2019–Present
Director of Operations for Innovative Portfolios, LLC.
2009

SBAuer Funds, LLC

2007–Present
Portfolio Manager & Operations Manager for the Auer Growth Fund since 2009.
2003

Huntington Asset Services

2003–2009
Vice President of Distribution and Client Services for Huntington Asset Services.
1995

Charles Schwab

1995–2002
Eric held the role of Investment Consultant, among a number of other roles, during his time at Charles Schwab.
1991

Degree

BS in History from Ball State University.

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