Eric has more than 30 years experience in the investment field. He graduated cum laude from Bernard Baruch College (CUNY) in 1974. After receiving his MBA from Columbia University in January 1976, he worked in professional staff positions with Merrill Lynch and E.F. Hutton in New York. In 1982, Eric joined Delphi Management, a highly regarded institutional money management firm in Boston, as Vice President, Research and Trading. In 1983, he was named Group Marketing Director at Fidelity Investments.
In 1985, Eric founded the Mutual Fund Investors Association, Inc. (MFIA) and began publishing Fidelity Insight a monthly investment report covering the Fidelity family of mutual funds. Today, MFIA provides independent information, analysis and advice to mutual fund investors through both Fidelity Insight and FundsNet Insight, an additional monthly report covering the funds available through the fund networks of Charles Schwab, E*TRADE, Fidelity and TD Waterhouse, that Eric began in 1994.
In 1987 he established a private money management service, Kobren Insight Management (KIM), which manages money for wealthy individuals and institutions through mutual funds, variable annuities, and individual bonds, individual equities and alternative investments. Kobren Insight Management also serves as the investment advisor to the Kobren Insight Mutual Funds that he launched in December of 1996.
In 2001, Eric launched Alumni Partners, a hedge fund of hedge funds that focuses exclusively on hedge funds run by former analysts or fund managers from Fidelity Investments.
In addition to his duties for Kobren Insight Management, Eric is also executive editor of Fidelity Insight and FundsNet Insight as well as Portfolio Manager of the E*TRADE Kobren Growth Fund (KOGRX) and Alumni Partners. Eric has been widely quoted in The Wall Street Journal, The Boston Globe, The New York Times, and USA Today. In addition, he has been a frequent participant in Barron’s annual Mutual Fund Roundtable and has appeared on a variety of nationally televised programs.
Eric is a Trustee of Children’s Hospital, Boston. He also serves as Chairman of their Public Affairs Committee and is a member of the hospital’s Investment Committee, overseeing $2.5 billion in assets.
