Prior to joining our firm, Eric worked with Envestnet, a financial technology company. He assisted financial advisors on a range of advanced planning topics. With his past experiences, he helps deepen our ability to consult on topics such as social security optimization, pension/income stream analysis, and tax strategy.
Eric collaborates with our team on portfolio research projects, which often requires detailed navigation through financial statements and analyzing other key investment metrics. He also assists in executing trades across our various platforms.
Eric is originally from Baltimore and attended Randolph-Macon College where he received a BA in Finance. Outside of the office, you can find Eric working on his golf game or exercising at his local crossfit gym.