Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Eric is a Partner based in the Chicago office. He is responsible for leading new business development efforts in the greater Chicago and Midwest regions. Eric has over twenty-five years of investment and wealth management experience with a focus on relationship management, business development, portfolio management, and investment manager due diligence.
Prior to joining Cerity Partners, Eric was a Managing Director with Wasmer Schroeder, a boutique fixed income manager based in Naples, Florida. He was responsible for deepening ties with clients and coordinating service teams to address the needs of individuals and families, institutions, and financial intermediaries. Eric also sat on the firm’s Investment and Portfolio Management Committees. Before joining Wasmer Schroeder, Eric was a Client Portfolio Manager with Cincinnati Asset Management where he was responsible for working with financial advisors, investment consultants, and institutional clients on business development and relationship management. He also wrote quarterly portfolio and market commentaries for the firm. Additionally, Eric has held positions as Partner and Portfolio Strategist at an independent wealth management firm and as a Wealth Manager at a national securities firm working with high-net-worth individuals and families.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
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