Eric supports the team of wealth advisors based in our Park Avenue, NYC office as a Senior Client Service Associate.
Before joining the team, he worked with a Barron’s and Forbes top-rated wealth advisory team at Ameriprise Financial where he gained valuable financial services skills. He then served as a relationship manager with an advisor at Lenox Advisors, building on his knowledge of various insurance products.
Born and raised on Long Island, NY, Eric enjoys serving as chief mixologist at a family restaurant in Garden City.
Previous Experience
- Associate at Lenox Advisors
- Associate at Kuttin Wealth Management of Ameriprise Financial Services, LLC
- Account Representative at State Farm
Education & Credentials
- BA, Queens College, Economics