Eric is a CFA charterholder and a Certified Financial Planner (CFP). He collaborates on our suite of portfolios, implementing investment strategy, and conducting research projects. This often involves detailed navigation through financial statements and analyzing key investment metrics. Eric is also responsible for executing trades across our various platforms.
In addition to his investment responsibilities, Eric consults with our clients and advisors on a range of planning topics, including social security optimization, pension/income stream analysis, and risk analysis.
Originally from Baltimore, Eric attended Randolph-Macon College, where he earned his Bachelor’s degree in Business with a focus in finance. Outside of the office Eric enjoys working on his golf game, traveling, and exercising.