Client Advisory

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

Connect with Eric

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.