Eric W. Bailey, CFA®

Eric W. Bailey, CFA®

Principal,
Head of Endowments & Foundations

  • Tampa, FL
  • The Jason Bourne Series
  • Steve Jobs, Sun Tzu, and my father
  • Live life to the fullest!
  • Integrity, drive, and commitment

Advisor Group

Eric Bailey is an institutional retirement financial advisor based in Tampa, FL.

Eric joined CapTrust Advisors in Tampa in 1998 as one of the company’s founding partners. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Eric is currently principal and head of endowments & foundations and is responsible for providing investment advisory services to fiduciary investors. Prior to co-founding CapTrust Advisors in Tampa, Eric was a vice president at PaineWebber (now UBS) and has worked in the industry since 1992.

Eric is active in the community having recently served as Chairman of the Board for the United Way Suncoast. He remains active on the Board of United Way and involved in many other organizations.

Education

  • Bachelor of Science degree in accounting and finance from the University of South Florida

Industry Designations

  • Chartered Financial Analyst®

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Bailey)
  • Financial Times 401 Top Retirement Plan Advisor | 2019 and 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)

Industry Involvement

  • Advisory Board Member, the University of South Florida School of Accountancy
  • Board Member, CEO Council of Tampa Bay
  • Member, CFA Institute
  • Member, CFA Society of Tampa Bay
  • Chair of the Board, United Way Suncoast
  • Board Member, Hillsborough Community College Foundation

News & Resources

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