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 ... more
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 on track to fund future goals.
Eric serves clients as a fiduciary to educate and provide insightful advice and guidance on their entire financial needs.
With extensive experience in helping individuals to protect and grow their assets, Eric can help you get started (or restarted) on your road to financial independence and saving for your retirement, children's tuition, or paying off your mortgage.
Securing your financial health is similarly important as maintaining your personal health.
Please contact Eric to get started, and to effect positive change in your life. Plan for your future; invest in what matters.
lessSQM | Sociedad Qumica y Minera de Chile S.A. |
Personal Wealth Manager & Sr. Portfolio Manager | |
Green Valley Wealth Advisors | |
July 2016 - Present (5 years 11 months) | |
* 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 | |
BBA | |
1986 / 1990 | |
Finance |
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