Biographies

C. Eric Brugel, CFA / Managing Director

 Eric has 36 years of financial industry experience. He earned his Bachelor of Science in Finance from the Pennsylvania State University where he was captain of the wrestling team and earned NCAA All-American honors. He has received the Chartered Financial Analyst (CFA) designation and is bound by the CFA Institute’s Code of Standards. Prior to founding Grey Owl Capital Management, Eric was a Private Wealth Advisor within Merrill Lynch’s Private Banking and Investment Group. His industry experience also includes being president of a mutual fund company and an investment technology firm.

Jeffery S. Erber, CFA / Managing Director

 Jeff has 24 years of corporate management and investment experience. He earned a Master’s degree in Computer Science and a Bachelor’s degree in Public Policy with honors from the University of Chicago. He has received the Chartered Financial Analyst (CFA) designation and is bound by the CFA Institute’s Code of Standards. Prior to founding Grey Owl Capital Management, Jeff was a Private Wealth Advisor within Merrill Lynch’s Private Banking and Investment Group. Prior to Merrill Lynch, Jeff worked in software and IT services marketing and management consulting.

Janet Rakoczy / Associate, Marketing and Client Service

Janet is responsible for communicating the firm’s opportunistic, value-oriented investment process to prospects and the media. She is also responsible for ensuring clients receive timely and accurate assistance with transaction and information requests. Janet joined Grey Owl Capital Management with 29 years of experience in the investment management industry primarily in operations, compliance and research.