Eric proudly provides his clients a primarily fee-based practice centered on delivering personalized and professional advisory services with integrity and
care. With a client-first philosophy at the core of his approach, Eric works with and for his clients to help them achieve their specific goals within their
tolerance for risk and time horizon.
Eric implements a personalized, disciplined and prudent approach to customized wealth management. He listens to learn the specifics of each
client’s unique situation and matters of importance to them before proposing and implementing recommendations. His goal is to optimize his clients’
investment experience while adding comfort, risk management and value throughout the wealth management process. He advises clients on what to
do and what not to do, while maintaining standards of confidentiality—the cornerstone of his practice.
Eric values the opportunity to earn and retain his clients’ trust and confidence, by providing appropriate investment advice and personal service. He can
work comfortably in coordinated fashion with other professionals on his clients’ teams, including CPAs and estate attorneys. Eric sees thoughtful and
courteous service as fundamental to a relationship-based business. He is deeply committed to his clients and strives to do everything he can to help
them understand and feel comfortable with their investments through his professional and personalized approach.
After earning his MBA from Cornell University, Eric began his Wall Street career in 1987. He brought his practice to RBC Wealth Management in 2005, where he
has served clients for over 20 years.
Over the years, Eric has been active in alumni affairs of The Lawrenceville School, Vassar College and Cornell University. Eric recently served on the
leadership committee to create Spring Park in the heart of Newport to commemorate the values of freedom of religion, religious tolerance and
separation of church and state on which the city was explicitly founded.
Eric resides in Newport, Rhode Island. Eric is a member of Larchmont Yacht Club, a supporter of the arts and an avid cyclist. He and his wife enjoy spending
time with their adult children.
