Experience Makes all the difference

Our San Jose office has a long history of serving the personal needs of the affluent investor and the emerging affluent. Through our highly experienced Financial Advisors, we are capable of addressing the needs of individuals as well as corporations and foundations. With over thirty years serving San Jose and The Silicon Valley, we are very proud of the contributions our firm and our people have made to the community. Our employees serve on numerous charitable boards and seek to return to our neighbors some of the good fortune we have benefited from by doing business here. We invite you to contact us to discuss your needs and always welcome opportunities to extend our involvement with the people and organizations throughout the greater San Jose area.

Eric Joseph Weider

Branch Manager
Accredited Asset Management Specialist (AAMS®)
408-282-8402

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Eric graduated from the University of Cincinnati with B.S. in Finance and International Business.  While in college, Eric started his trading career in 1997 and continued as an arbitrage trader in Chicago.  In 2002, Eric joined the West Palm Beach, FL, office of AG Edwards as a Financial Consultant.

In 2004 he joined Bank of America Investments as an advisor for Premier Banking and Investments.  After building a successful practice, he was named Vice President and Sales Manager of the Palm Beach Market in 2006. In 2007 he became Regional Sales Manager for Southeast Florida and in 2008 was named Market Director for the Miami and International division covering Latin America.

Following the merger with Merrill Lynch in 2009, Eric transitioned to Sales Manager for the Palm Beach Complex and Resident Director for the Palm Beach Gardens office. 

In January of 2012, Eric joined UBS in Palm Beach, Florida as Sales Manager and Financial Advisor in the Palm Beach Island office.

In May of 2013, Eric was promoted to Director, and accepted the position of Regional Sales Manager of the South Central Region at UBS, in Plano, TX.  In February of 2015, Eric was promoted to Executive Director at UBS. 

Eric accepted the role as Branch Manager for San Jose and Los Gatos, Californina in January 2017.

Eric is married with three children, one daughter and two sons.  He enjoys running, fishing and travel.

 


Registered States:
CA, FL, MA, TX, WA