Eric oversees discretionary trading and serves as the primary lead for RBC Wealth Management’s retirement planning tool, RBC WealthPlan. He leads the group’s technology and investment research initiatives, with a focus on strategic and tactical asset allocation.
In addition to his investment responsibilities, Eric oversees the team’s business planning, strategic goals, client service, and client acquisition and retention efforts. He believes that delivering an exceptional client experience requires a business built on a strong foundation of structure, consistency, and long-term sustainability. Eric also leads the group’s charitable and community engagement efforts.
Prior to joining RBC Wealth Management in the fall of 2012, Eric worked in television production in Manhattan, primarily covering the New York Mets and New York Jets. He graduated Magna Cum Laude from Fairleigh Dickinson University with a bachelor’s degree in Electronic Filmmaking and Digital Video Design.
While studying at Wroxton College in Oxfordshire, England, Eric received the prestigious Banbury Award Scholarship for achieving the highest GPA. In January 2016, he earned the Accredited Investment Fiduciary® (AIF®) designation.
Originally from New Jersey, Eric now lives in Pittsford with his wife, Caterina, whom he met while studying in England, and their three sons, Cain, Max, and Dean. Eric and his family are members of Monroe Golf Club in Rochester. Outside of work, he enjoys golf, fishing, and boating, and coaches his sons’ Rochester Rush travel soccer team.
