Senior Vice President
Boca Raton, FL
email@example.com | 561-620-2167
”I work with investors to help them align their investments with their financial goals and life’s objectives”
Eric has been serving the investing public as an advisor for over five years and holds his Series 7 and 63 licenses. An avid runner and finisher of seven marathons, Eric’s financial and running philosophy is simply: “Slow and steady wins the race.”
Eric’s investment process is transparent and focuses on traditional sectors of the fixed income market. For the conservative investor, Eric selects municipal bonds from the upper bands of the quality spectrum in order to fulfill the dual mandates of preservation of capital and maximization of income. Eric’s client’s portfolios are diversified among states, sectors and maturities in order to mitigate risk.
Eric believes that quality investment management is based on a long-term relationship, which is why earning and deserving his client’s trust over the long haul is a top priority. Eric is steadfastly dedicated to designing strategies and customized solutions, along with objective advice, helping his clients to reach their objectives.
Eric earned an economics degree from SUNY Oneonta. A native New Yorker, Eric moved to south Florida in 2003. He resides in Boca Raton with his wife and their twin daughters.