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Biography

Eric is a Principal based in the San Francisco office. He provides investment management and financial planning advice to private and institutional clients. With over 20 years of industry experience, Eric values the opportunities to work closely with clients in helping them to achieve their investment and planning goals and gain greater financial clarity.

Before joining Cerity Partners, Eric worked as a Wealth Manager at B|O|S where he addressed the complex financial situations of private and institutional clients. Prior to joining B|O|S, he was a Portfolio Manager at Zions Wealth Management where he was responsible for investment recommendations, asset allocations, and constructing investment portfolios that met a variety of client needs and objectives.

Education

  • B.A. in Economics from Cornell University

Highlights

  • Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of San Francisco

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