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Eric Souza

Senior Portfolio Manager

SVB Asset Management

Professional Summary

Eric Souza is a senior portfolio manager for SVB Asset Management (SAM) based in the San Francisco Bay Area, where he and his team are responsible for the overall strategy, security selection and risk management of client portfolios. With a keen eye for the macro-strategy side of portfolio management, Eric thinks globally and connects locally. Thriving on his face-to-face interactions with his clients, he meets regularly with company chief financial officers (CFOs), finance directors and treasury teams to review their portfolios and share market insights. Eric is also a valued communicator who is often asked to speak with the financial press on a range of topics and at industry conferences.

He has over 20 years of fixed income portfolio management and trading experience with both buy-side and sell-side firms. Prior to joining SVB in 2013, Eric served as head of fixed income trading for Natixis Global Asset Management, a fixed income portfolio manager and trader with Barclays Global Investors (currently Blackrock), a fixed income position trader specializing in MBS, CMOs and ABS with Schwab Capital Markets, and a trader at broker-dealer Stone & Youngberg. Eric earned his master’s degree from Saint Mary’s College of California and bachelor’s degree from California State University, Hayward. He holds the Financial Industry Regulatory Authority (FINRA) series 7 and 63 security licenses through our affiliated broker dealer.

As the child of parents who postponed their wedding for a Raiders playoff game, Eric’s zeal for the Oakland team was cemented well before his birth, and he’s been a diehard fan all his life. He’s also an avid dog lover and animal-rights supporter. When he’s not cheering on the Raiders or hanging out with his dogs, who of course have been named after legendary Raiders, he’s out playing softball and training for half marathons.

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