Client Advisory

Biography

Eric Thompson is a Principal in the New Jersey office, where he manages a broad range of investment advisory services for wealthy individuals with diverse needs. He is responsible for developing customized asset allocations, implementing comprehensive financial planning as well as coordinating day-to-day client requests.

Prior to joining Cerity Partners, Eric served as a Director, Wealth Advisor at Round Table Wealth Management. In this role, he provided in-depth financial planning that considered clients’ current and future needs.

Eric is an avid hiker and a musician in his free time, playing both the guitar and drums.

Education

  • B.S. in Business Administration with a concentration in Finance from Ramapo College of New Jersey

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Alumni Advisor for the Kappa Sigma fraternity

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