“We strive to understand our clients on a deeper level, both personally and financially, and to collaborate with them to lead a more fulfilled life.”
For more than 32 years, Eric has been an advisor to a diverse group of clients ranging from family offices, entrepreneurs and corporate executives, to clients in the entertainment industry, foundations and endowments. His knowledge encompasses all dimensions of a client’s personal and financial life, including investments, business, passion and legacy. As a Family Office Consultant, Eric empowers families, helping to define the core values that unite successive generations for preserving and sustaining their wealth.
Eric leads the team’s due diligence process for all investments. He is passionate about analyzing changing trends in the economic, political, and financial environment and understanding how these shifting dynamics impact clients’ lives and portfolios. Having guided clients through multiple economic cycles, Eric draws upon his deep experience to construct portfolios that can help mitigate risk and capitalize on opportunities.
Previous experience
- Credit Suisse Private Bank
- Wachovia
- Salomon Smith Barney
Education
- B.A., economics, Stony Brook University
Designations, registrations and accolades
- Forbes Best-In-State Wealth Advisors, (2019 - 2021)
- CIMA® certification, Wharton School, University of Pennsylvania
- CEPA® designation, The Exit Planning Institute
- Series 7 and 65 securities licenses
- Life, accident and health insurance licenses
Life
- Eric serves as the co-chair of the annual New York International Auto Show Gala, a benefit for East Side House, one of New York City’s oldest not-for-profit community service organizations.
- In 2020, he cofounded the Farms to Food Banks initiative, a program created to feed hungry New Yorkers in the wake of the COVID-19 outbreak.
- Eric is a member of Gen Next, an organization of successful individuals dedicated to learning about and becoming engaged with the most pressing challenges facing future generations.
- Eric is also a longtime supporter of the Breast Cancer Research Foundation and numerous other charities.
- Eric is a classic car enthusiast and has participated in numerous rallies throughout the United States and Europe. He also enjoys cycling and skiing.
- He resides in Bedford, NY, with his wife and son.
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI