Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate and education planning. With a strong background in business, he works effectively with small business owners and other professionals.

Eric started in the industry in 2001 at a premier, full-service brokerage firm in a large team consisting of seven financial advisors, two business and residential lending specialists, and two assistants. With each advisor focusing on different specialties, he was trained in every area of personal and business financial planning. This knowledge and experience give him the ability not only to understand client needs, but also to help clients understand the investment process. He joined UBS in 2010. He is a Wealth Advisor, Certified Financial PlannerTM professional, Senior Portfolio Manager, and additionally holds Series 7, 31 and 66 securities licenses as well as insurance licenses in life, health and variable annuities. He is a registered representative of the National Association of Securities Dealers (NASD), an Associated Person with the National Futures Association (NFA), and a Registered Investment Advisor. He graduated from Florida Atlantic University with a B.A. in finance and business management, and earned an M.B.A. from the H. Wayne Huizenga Graduate School of Business at Nova Southeastern University.

Outside the office, Eric is active in the Boca Raton Triathletes, Tri Sharks, Inc., and the Jewish Federation of Broward County. He is an avid endurance athlete and hockey player. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, and daughter Brecken.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, KY, MA, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA

Delia joined the team in 2017 after working for four years in asset management consulting where she provided investment products and services to Financial Advisors throughout the country. In her time working in partnership with Wealth Managers, Delia gained an extensive insight into practice management and financial planning, and ultimately developed a passion for the business. She decided to apply her background in investments with her experience in the field to pursue the opportunity to become a Financial Advisor with UBS. Delia is dedicated to gaining a deep understanding of the long term financial goals of each client and applying a comprehensive approach to planning for their future. She holds Series 7, 6, 63, and 66 securities licenses, as well as insurance licenses in life, health and variable annuities. 

Having grown up in New England, Delia remained there for her education and graduated with a degree in Economics from Trinity College in Connecticut. She recently relocated to South Florida from Boston, MA to be close to family and enjoy warmer winters. Delia is an avid sports fan who also enjoys an active lifestyle that includes running, cycling, and boxing. Outside of the office she is often traveling to explore new places, or is found relaxing on the beach with friends and family.

Registered States:
CA, CO, CT, FL, GA, IL, MA, NC, NJ, NV, NY, TN, TX, VA

Chris joined the team in 2011 after working for three years at the UBS Investment Center in Jersey City, NJ, where he provided advisory and brokerage services to UBS clients and employees. He began his career in financial services in 1999 in the UBS Investment Banking division. In 2007, he was accepted into the UBS New Financial Advisor Development program, which led to his role at the UBS Investment Center. He holds Series 7 and 66 securities licenses, as well as insurance licenses for life, accident, health, and variable products. Originally a classically trained musician, Chris graduated from the Oberlin Conservatory of Music in 1989. After 13 years in the New York metropolitan area, he decided to move back to his native South Florida to be closer to family.

Registered States:
CA, CO, CT, FL, GA, MA, NC, NJ, NY, VA