Eric Kleinschmidt

Compliance Director 484-588-5509

Eric has over 25 years of experience in the financial services industry. Prior to joining CCS, Eric was a Director of Fund Accounting at SEI Investments for 16 years. In his role at SEI, Eric served as CFO/Treasurer for several fund families and was responsible for delivering accounting, administration, and client services for ’40 Act mutual funds, ETFs, ETPs, CTFs, CITs, CFCs, funds of funds, and closed-end funds. He was also a voting member of the Performance Management and Compliance Oversight Committee, CIT New Business Committee, CIT Trust Operations Committee, Technology Steering Committee, and multiple Pricing and Fair Value Committees.

Eric graduated from La Salle University, with a B.S. degree in finance.

During his time away from CCS, Eric enjoys spending time with his wife and four children. He is a faithful Philly sports fan and also enjoys making home improvements, tinkering in the garage, detailing his car, and riding his motorcycle.