Qualifications
Eric graduated from The University of Delaware’s Alfred Lerner College of Business and Economics with a Bachelor of Science degree in finance. He was also a four-year letter winner in NCAA Division I Soccer.
After graduating, Eric started his career in the financial services industry with Wells Fargo Advisors. He joined RBC Wealth Management in 2012. Eric passed the Series 6, 7, 63 and 65 exams and is licensed by the Maryland Insurance Administration.
In 2015, Eric graduated from Bryant University’s Financial Planning Certificate program. After completing the required coursework at the College of Financial Planning, Eric received his CERTIFIED FINANCIAL PLANNER™ certificate in 2016. Also in 2016, Eric was selected to be a member of the firm’s Senior Consulting Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses.
In 2023, Eric was selected as senior portfolio manager of RBC Wealth Management’s Portfolio Focus Group, a designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. The senior portfolio manager group is the most highly regarded level of portfolio manager recognition at RBC Wealth Management. To qualify for this group, Eric demonstrated a commitment to designing and managing investment portfolios to help meet the individual needs of clients.
