Eric's needs-based, disciplined process is designed to enhance performance, manage risk, and control the cost of managing your wealth. By using independent third party money managers with an approach that complements your objectives, Eric and his team seek to improve your overall investment experience.
After earning his MBA from Cornell University, Eric was an officer at two distinguished Wall Street firms. After nearly 20 years, he brought his specialized practice to RBC Wealth Management in 2005, where he is able to offer you the global resources you need with the personalized attention you deserve.
A seasoned financial advisor in the specialty area of fee-based investment advisory services, Eric has lectured extensively before civic and industry groups on professional portfolio management. He currently sits on the Advisory Board of the GWK Scholarship Fund and is active in the alumni affairs of The Lawrenceville School, Vassar College, and Cornell University. An active participant in the community, Eric has been on the Annual Giving committee of The Montessori Community School and involved as a coach for a number of youth athletic teams. Eric is a member of the Larchmont Yacht Club, and along with his family divides his time between Norwell, MA and Newport, RI.