Eric Lim

Advisor Associate

Eric serves as an advisor associate in our New York office, supporting the broader advisor team in financial planning, investment strategies, and management of client relationships.

He was previously a summer intern for Wealthspire before graduating from Boston College in May 2022 with a bachelor’s degree in economics. While in school, he also completed several business development and sales internships and was an active member of various student organizations as a peer mentor and volunteer.

Eric currently resides in New Jersey and enjoys golfing, going to the gym, and exploring New York City in his free time.

Previous Experience

  • Wealth Management Intern at Wealthspire Advisors
  • Business Development and Consulting Intern at Canduit
  • Sales and Marketing Intern at Buzzvil
  • Sales Intern at Slate Solutions: Transeo

Education & Credentials

  • BA, Boston College, Economics, minor in Finance

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.