Eric manages the general business practices and processes of Wealthspire and sits on the firm’s Executive and Investment Committees. In his role, Eric leads our Technology, Operations, and Investments functions while helping to shape the overall strategic direction of the firm.
He joined one of Wealthspire’s predecessor firms, Sontag Advisory, in November 2009 and became its President in 2018, having also served as its Chief Operating Officer since 2011. Under his leadership, the firm redesigned its client staffing model, investment processes, internal and client-facing reporting, and internal workflows to improve its operating model and best meet client needs. Eric has served on multiple industry boards including Schwab’s Technology, Operations, and Service Committee, Fidelity’s Service Steering Committee, and the board of Advisers Give Back.
- Associate at BlackRock, Transition Management Team
- Financial Analyst at BlackRock, Portfolio Analytics Group
Education & Credentials
- BA, Cornell University, Economics and Sociology
- CFA® Charterholder