Private Wealth Manager at Green Valley Wealth Advisors
Contributor's Links: Green Valley Wealth Advisors
Eric's expertise is in providing personalized and solid wealth management services such as investment counseling, financial planning, and retirement plan services to individuals, families, businesses, and foundations. A particular focus is on generating income for retirees, and keeping savers ...more


Summertime Wanes While Bull Market Waxes
Since March 2009 through late August 2018, the S&P 500 is up nearly 325%. While short-term risks have rocked the boat, U.S. stocks have outpaced other global markets – over that time, and particularly this year.
Rising Inflation Expectations, Rising 10-Year Treasury Yields (Reason To Worry Or Not?)
With a tight labor market showing some wage growth and a recent higher-than-expected consumer price inflation (CPI) report, I'm seeing upward pressure on interest rates.
Mastering Money Decision Making
It’s waiting that helps you as an investor, and a lot of people just can’t stand to wait.
Student Loan Debt Triples In Past 15 Years, Loan Rates Resetting Way Higher
The larger amount of debt reflects higher tuition and campus-related costs as well as declines in state appropriations to public colleges and federal student grants relative to rising college costs.
International Investing – Looking Abroad For Better Returns
Today, the U.S. stock market currently accounts for 36% of the world’s stock market capitalization. So, if you truly want a balanced stock portfolio, you should have 64% (nearly 2/3) of your stock investments outside of the U.S. markets.
Vote At The Polls, Not With Your Investment Portfolio
For investors, uncertainty and nervousness is reaching a crescendo in the final pre-election days. Unfortunately, the election noise is blocking out some positives in the economy and corporate results.


SQM Sociedad Qumica y Minera de Chile S.A.



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Work Experience

Personal Wealth Manager & Sr. Portfolio Manager
Green Valley Wealth Advisors
July 2016 - Present (7 years)

* Look to provide personalized & solid wealth management services such as investment counseling, financial planning, & retirement plan services to individuals, families, businesses, & foundations.

* A particular focus is on generating income for retirees, & keeping savers on track to fund future goals.

* Serve as a fiduciary to educate & provide insightful advice & guidance on one's entire financial needs. 

Private Wealth Manager
Avant-Garde Advisors
June 2012 - June 2016 (4 years 1 month)

* Offered proactive & insightful wealth management guidance to individuals, their families & their businesses. 

* Actively involved in investment management, securities research, & providing wealth planning advice.

* Investment services focus on global asset allocation, security selection, as well as continual monitoring & rebalancing. 

Chief Investment Officer & Managing Member
Green Valley Wealth Advisors, LLC
June 2009 - January 2013 (3 years 8 months)

 * Established a fee-only registered investment advisory firm, actively involved in all facets of managing the firm. 

* Provided tailored wealth management services to meet the unique needs of high net worth individuals and their families. 

* Offered fiduciary counseling to businesses & sub-advised investment solutions for other investment advisory firms.

Senior Portfolio Manager & Vice President
Wells Fargo Private Bank
November 2000 - June 2009 (8 years 9 months)

* Responsible for managing & servicing large and complex investment management relationships. 

* Actively managed $250 million in assets on a discretionary basis, fully accountable for all legal & investment aspects. 

* Offered comprehensive wealth management solutions & directly participated in the sales process with fellow private bank specialists/advisors of the bank's products & services.


Kent State University
1986 / 1990