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Eric Sorensen

Director/ Vice Chair of Panagora at Panagora Asset Management

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
7
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Eric Sorensen is Director/ Vice Chair of Panagora of Panagora Asset Management Inc, a Boston investment adviser managing $44.1B. Eric Sorensen has passed 7 licensing exams.

Role at Panagora Asset Management

Title on Schedule A
Director/ Vice Chair of Panagora
Control
Eric Sorensen is a control person of Panagora Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Eric Sorensen has held the filed role since July 2004.

The firm

Panagora Asset Management Inc
Boston, MA

Form ADV filed 30 March 2026

$44.1B AUM99 clients44 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2016
  2. Passed Series 16 · 1995
  3. Passed Series 24 · 1994
  4. Passed Series 4 · 1992
  5. Passed Series 3 · 1989
  6. Passed Series 63 · 1987
  7. Passed Series 7 · 1978

Registrations and exams

No current adviser or broker registration. Eric Sorensen has passed 7 qualifying exams.

Examinations

Series 631 July 1987
Name
Uniform Securities Agent State Law Examination
Series 244 November 1994
Name
General Securities Principal Examination
Series 425 August 1992
Name
Registered Options Principal Examination
SIE27 December 2016
Name
Securities Industry Essentials Examination
Series 1622 February 1995
Name
NYSE Supervisory Analyst Examination
Series 34 August 1989
Name
National Commodity Futures Examination
Series 715 July 1978
Name
General Securities Representative Examination

Individual record

Full name
Eric Hevering Sorensen
CRD
855174
Firm
Panagora Asset Management Inc
Registration status
No current adviser or broker registration
Firm bio
panagora.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

PanAgora identifies Eric Sorensen as vice chair, serving as a resource to its clients and investment and research teams. The page lists a Ph.D. and A.B. from the University of Oregon and an M.B.A. from Oklahoma City University. Official PanAgora leadership page

Common questions

Where does Eric Sorensen work?

Eric Sorensen has been Director/ Vice Chair of Panagora of Panagora Asset Management Inc since July 2004, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Eric Sorensen have a current investment-adviser registration?

Eric Sorensen has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Eric Sorensen passed?

Eric Sorensen has passed 7 licensing exams: the Series 7, Series 63, Series 3, Series 4, Series 24, Series 16 and SIE. The earliest, the Series 7, was passed in July 1978.

Source: IAPD individual record, checked 17 October 2026

Leadership at Panagora Asset Management

Sources

  1. IAPD individual record, CRD 855174. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Panagora Asset Management Inc, filed 30 March 2026. Title, control and ownership bands.
  3. Panagora Asset Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Eric Sorensen or Panagora Asset Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.