Eric is a Managing Director with RBC Wealth Management in Wellesley, Massachusetts. He and his team have been helping individuals, companies, and private foundations with wealth management strategies for over 4 decades.

Eric's work as a UVM volunteer started in Boston in the 80’s. Winning an UVM alumni golf event turned into a long board position on the Boston Regional Board, where he finished his service as President. This was followed by time on the Alumni Council. In time, an invitation to join the Foundation Leadership Council lead to his current role on the Foundation Board.

In addition to UVM volunteer work, Eric has also served on WGBH’s Executive Council, the Middlesex School Alumni Board, the Dover-Sherborn Education fund, and various positions helping Pilgrim Church in Sherborn, Massachusetts.

Eric and his wife live in Dover, Massachusetts and New London, New Hampshire. He has 3 grown children, the youngest is currently a UVM class of ’27 student.

Steve carries more than 13 years of industry experience starting his career at AG Edwards and its successor firm Wells Fargo before joining RBC Wealth Management. He is a graduate of Bentley University with a bachelor’s degree in finance. Steve has passed the Series 7, 63 and 65 exams and holds his life and health insurance licenses. He started his career as a Client Associate helping to service the day to day needs of clients before moving into the role as a Senior Financial Associate. Steve now focuses his time on developing customized strategies for clients to meet their financial goals. In his free time away from the office Steve enjoys spending time with his family, golfing and is an avid New England sports fan. Steve lives in Weymouth, Massachusetts, with his wife and two daughters.

 

Angelina graduated from Bridgewater State University with a Bachelor of Science degree in finance and management information systems and has more than 12 years’ experience in the investment industry. She is responsible for all aspects of the client service experience for the Burt Financial Group by coordinating all client meetings and overseeing client communication and client account maintenance. Angelina facilitates the relationships of all of the client’s financial professionals, such as their attorneys and tax advisors, and is the primary service contact. She currently resides in Walpole with her husband and their two daughters. In her free time, Angelina enjoys spending time with friends and family, and traveling.

Robert is an engaging communicator holding a bachelor's degree from Boston University. He began his career at Brown Brothers Harriman & Co. before joining RBC. Robert likes to spend his free time relaxing on the New England coast, and skiing in the White Mountains.