Eric Robbins, CFA, CFP®

Eric Robbins, CFA, CFP®
Associate Director of Corporate Outreach and Research, Black School of Business
Administrative Program Chair, MBA program
Associate Teaching Professor, Finance
292 Burke
Mailing Address:
PENN STATE BEHREND
281 BURKE CENTER
ERIE PA 16563

Eric Robbins has spent his entire career working with the stock market and managing the invested assets and the retirement income needs of retirees. Immediately following his undergraduate degree from Asbury University in Kentucky in 1998, he began working full-time at a family-owned wealth management firm. While working full-time, Eric pursued an MBA and graduated in 2005. He then began studies to become a Chartered Financial Analyst Charterholder, which he successfully completed in 2009.
In the spring semester 2010, Eric began teaching Corporate Finance part-time at Penn State Behrend while still working full-time in wealth management. He decided to follow his passion for educating others by accepting a full-time teaching position for the fall semester of 2013. He now teaches Investments and Retirement Planning both residentially at Penn State Behrend and online through Penn State World Campus. Most recently, Eric earned the CERTIFIED FINANCIAL PLANNERTM Certification. He also continues to consult with the family-owned wealth management firm’s clients on a periodic basis.
Eric leads a campus outreach for Boy Scouts and a spring student trip to visit companies and Penn State Alum in various cities around the country. In 2015, he also became the Administrative Chair of the MBA department.
When Eric is not engaged with his students or working to improve lesson content and projects, he enjoys spending time with his wife and two kids both at home and while traveling.

Personal Finance Investments Behavioral Finance

Tax Rate and Social Security Assumption Updates - March, 2024

Four Angles on Mentorship - December, 2023

Planning from A to Z - September, 2023

Helping Clients Prepare for the Potential of a Layoff - June, 2023

The Emotional Side of Advice - March, 2023

Holistic Retirement Planning: From Plan Types to Planning Details (2E) - January 19, 2023

A Second Bite at the Apple (SECURE Act 2.0) - December, 2022

An odd recession - September, 2022

Investments Explained: From Mutual Funds to Equity Valuation (5E) - July 25, 2022

Goals and opportunities as the rate rise cycle begins - June, 2022

Emotional biases that influence investor behavior - March, 2022

Creating tax alpha with an ESG twist - December, 2021

Are All Capture Ratios Created Equal? , The Journal of Index Investing - October, 2021
Collaborator: Jeffrey Coy, Co-Author

Bitcoins and Meme Stocks and Sneakers, oh my! - September, 2021

Social Capital during the Coronavirus Pandemic: The Value of Corporate Benevolence, Applied Economics - September, 2021
Collaborators: Xin Zhao, Co-Author; Michael Filbeck, Co-Author

Investments Explained: From Mutual Funds to Equity Valuation (4E) - September 15, 2021

Holistic Retirement Planning: From Plan Types to Planning Details (1E) - August 17, 2021

Assessing the Generalizable Effect of Immediate Versus Delayed Feedback Across Many College Classes (ManyClasses 1), Advances in Methods and Practices in Psychological Science - July, 2021
Collaborators: Emily Fyfe, Co-Author; Joshua Leeuw, Co-Author; Paulo Carvalho, Co-Author; Robert Goldstone, Co-Author; Janelle Sterman, Co-Author; Benjamin Motz, Co-Author

Is Retirement SECURE or SECURE 2.0? - June, 2021

Proposed Estate and Tax Changes - March, 2021

Mind the Longevity Gap - December, 2020

Fiduciary Evolution - September, 2020

Access through Private Structures (Chapter 29) - September, 2020

Access to Real Estate and Commodities (Chapter 28) - September, 2020

Asset Allocation Processes (Chapter 9) - September, 2020

Complexity and Cross-Border Real Estate (Chapter 40) - September, 2020

Complexity and Structured Products (Chapter 38) - September, 2020

Credit Risk Models (Chapter 7) - September, 2020

Directional Strategies and Methods (Chapter 22) - September, 2020

Diversified Access to Hedge Funds (Chapter 27) - September, 2020

Hedging, Rebalancing, and Monitoring (Chapter 19) - September, 2020

Insurance-Linked Products (Chapter 39) - September, 2020

Modeling Overview and Interest Rates (Chapter 6) - September, 2020

Multifactor Equity Pricing Models (Chapter 8) - September, 2020

Other Asset Allocation Approaches (Chapter 10) - September, 2020

Relative Value Methods (Chapter 24) - September, 2020

Valuation for Private Real Estate Assets (Chapter 25) - September, 2020

Investments Explained: From Mutual Funds to Equity Valuation (3E) - July 14, 2020

Communicating with Clients through a Cloud of Noise and Emotions - June, 2020

What to Do When No One Wants to Take a Hike - March, 2020

Foundations of Financial Economics (Topic 5) - January, 2020

Introduction to Structuring (Topic 23) - January, 2020

Private Credit and Distressed Credit (Topic 22) - January, 2020

Alpha, Beta, and Hypothesis Testing (Topic 8) - January, 2020

Equity Hedge Funds (Topic 18) - January, 2020

Event-Driven Hedge Funds (Topic 16) - January, 2020

Funds of Hedge Funds (Topic 18) - January, 2020

Macro and Managed Futures Funds (Topic 15) - January, 2020

Measures of Risk and Performance (Topic 7) - January, 2020

Relative Value Funds (Topic 17) - January, 2020

Structure of the Hedge Fund Industry (Topic 14) - January, 2020

The Low-Cost Revolution - November, 2019

What will the SECURE Act Make More Secure? - July, 2019

Understanding the Role of Share Buybacks - April, 2019

Fintech (Topic 79) - April, 2019

The Retirement Planning Landscape: 2nd Edition - January 1, 2019

Brexit in Laymen's Terms - January, 2019

Financial Market Trading Simulations: Are They Effective?, Journal of Financial Education - December, 2018
Collaborator: Timothy Krause, Co-Author

Reasons for Increased Market Volatility - October, 2018

No Scholarship for Retirement - July, 2018

Investments Explained: From Mutual Funds to Equity Valuation (2E) - July 17, 2018

REITs in a Rising Interest Rate Environment - April, 2018

Dow 30,000 - January, 2018

Big Data: New Tricks for Econometrics - January, 2018

Counterparty Risk Intermediation - January, 2018

Cautious Optimism - December 30, 2017

The New Conflict of Interest Rule - September 30, 2017

The Retirement Planning Landscape - July 7, 2017

Social Advisors - June 30, 2017

Intergenerational Wealth Transfer - March 31, 2017

Alpha and the Low-Risk Anomaly - January, 2017

Bitcoin: Economics, Technology, and Governance - January, 2017

Central Banks and Negative Rates - January, 2017

Mutual Funds and Hedge Funds - January, 2017

Negative Interest Rates and their Impact - December 1, 2016

Family Offices - October, 2016

Pension Fund Portfolio Management - October, 2016

Sovereign Wealth Funds - October, 2016

Low Volatility Investing - September 1, 2016

Are Stocks Currently Overvalued? - June, 2016

Essentials of Retirement Planning: A Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, 3rd Edition - April, 2016

Robo Advisors: Friend or Foe? - March, 2016

Stress Testing Convergence - January, 2016

Credit Transfer Markets - January, 2016

Fundamental Review of the Trading Book - January, 2016

The Next Innovation: NextShares - December 1, 2015

Gendernomics: Let's Learn from Each Other - September 1, 2015

Essentials of Retirement Planning: A Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, 2nd Edition - June 1, 2015

Smart Beta: Is it as Smart as it Sounds? - March 1, 2015

Modeling Cycles: MA, AR, and ARMA Models - January 15, 2015

Essentials of Retirement Planning: A Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans - August, 2014

Back Door Roth IRA Contributions

Could Master Limited Partnerships Help Solve Retirees' Income Needs?

Institutional Wealth Management - January 15, 2013

MBA, Gannon University

BA, Accounting, Asbury University