Advisor at Canopy Capital Group
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Firm
Canopy Capital Group
Location
Winchester, MA 01890
Credentials
CFA®
Industry experience
2 years
Eric Golden is a CFA® charterholder with over 19 years of experience in the financial industry. He has worked at Fidelity Investments from 2005 to 2022 and has been with Canopy Capital Group since 2022. Outside of his advisory role, he hosts a podcast focused on financial markets. Canopy Capital Group provides sub-advisory portfolio management to other investment professionals through an internet-based platform, delivering customized portfolios primarily composed of fixed income securities, U.S. equities, ETFs, and mutual funds. The firm emphasizes algorithmic, model-driven implementation and serves other registered investment advisers rather than retail investors directly.
Based on Canopy Capital Group
Account minimum: $350,000 (may be waived at Adviser’s discretion)
28 Church St, Suite 4
Winchester, MA 01890
Massachusetts
Canopy Capital Group
2022 - Present (4 years)
Fidelity Investments
2005 - 2022 (17 years)
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