Eric oversees discretionary block trading and is the primary lead on our retirement and estate planning tool, WealthPlan. He heads the group’s technology and research for superior strategic and tactical asset allocation. He is responsible for the Financial Strategies Group’s business planning, short/long-term goals, client acquisition and retention. To provide a superior level of service for our clients, he believes the Financial Strategies Group’s business must provide solid structure and sustainability. Eric also focuses the group’s charitable efforts within the community.
Prior to RBC, Eric worked in television production in Manhattan, predominantly covering the New York Mets, as well as the New York Jets. He joined RBC Wealth Management in fall 2012.
He graduated magna cum laude from Fairleigh Dickinson University with a Bachelor of Arts degree in filmmaking and digital video design. He attended Wroxton College in Oxfordshire, England, where he earned the prestigious Banbury Award Scholarship. He received the prudent practices Accredited Investment Fiduciary designation in January of 2016, has passed the Series 7 and 66 securities exams and holds a New York state insurance license.
Eric grew up in New Jersey and currently lives in Pittsford with his wife, Caterina, whom he met while studying in England. They have three boys. Eric enjoys boating and coaching his sons’ Pittsford Mustangs soccer team.