As a Wealth Manager Assistant, Eric supports Bob with plan preparation and client relationship building.
Eric brings a solid foundation in finance, sharp attention to detail, excellent communication skills, and a genuine interest in the financial services industry. These qualities make him uniquely suited for this role as we deliver a seamless and thoughtful experience for you.
Eric earned his Bachelor of Science in Finance from the University of Rhode Island, where he also served as a mentor within the College of Business, teaching the introductory course for first-year students on the business track.
Outside of the office, Eric enjoys playing golf, going to the gym, and spending quality time with friends and family.