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.
Eric is a Principal in the Pennsylvania office.
Prior to joining Cerity Partners, Eric served as an Investment Analyst at Permit Capital Advisors, LLC, and in that role contributed to due diligence across a range of traditional and alternative strategies. Eric has significant experience within the realm of analyzing private businesses as an engineer, investor, and entrepreneur, having run Andover Ventures, an investment fund focused on software-enabled seed-stage startups. He also co-founded the Anther Group, which contributed time in pre-seed startups via technical and business development expertise, and AE Machines, an award-winning automation software company. Previously he worked as a software developer for eVestment, a web-based analytics company, where he specialized in algorithm and database design. While in business school Eric spent time at Edison Partners as an associate on the Financial Technology team, focusing on deal sourcing and due diligence.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.