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