PROFESSIONAL PROFILE
Eric focuses on delivering wealth management solutions to high net worth individuals, families, and businesses while delivering unparalleled service.
His goal is to assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through comprehensive financial planning. The process includes asset allocation, portfolio management, liability management, tax minimization, estate planning, special needs planning, and asset protection.
He also assists his executive clients with concentrated stock positions, hedging, and liquidity strategies through alternative investments, collars, and customized strategies.
Eric is a member of a select group of Merrill Lynch Financial Advisors who can offer tailored asset management service through the Merrill Lynch PIA program. This enables him to function as your personal Portfolio Advisor and to establish a discretionary portfolio that is aligned with your investment objectives, risk tolerance and overall financial strategy. His clients also have access to a full range of flexible financing products. Lastly, he provides succession planning, the private sale of businesses, and has a particular focus on group retirement plans.
Eric is a CERTIFIED FINANCIAL PLANNER™ professional and also obtained the Chartered Retirement Planning CounselorSM and Certified Special Needs Advisor designations. He holds his Series 7, 31, & 66 registrations. He is also a licensed producer for Life, Health, & Variable Annuities and is a member of the Investment Management Consultants Association.
Eric received his Bachelor of Science degree in Finance at the University of Rhode Island and lives in Upper Saddle River, New Jersey with his wife Theresa, their son Ryan, and daughter Sofia. Away from the office, he enjoys time with his family, offshore fishing, golf, and travel. Eric serves as a director on the board of the Ridgewood AM Rotary Group and is active in the URI Alumni Association serving as President of the Theta Delta Chi Alumni chapter.