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