Since 1988, Eric provided individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and health care planning, as well as other wealth management needs.
Eric received his MBA from the College of Saint Rose after gaining his BA in Political Science and American History from the State University of New York at Albany. He then began his career in 1989 as a financial advisor with Key Private Banking and Investments, where he worked for 11 years before deciding to work as an independent advisor.
Designations and registrations
Masters in Business Administration (MBA)
FINRA Series 7, 63, and 65 securities registrations through Commwealth Financial Network®
Certified American Health Insurance Plan (AHIP) Certified
New York State Health Insurance Licensed since 1988
Awards & Honors
US Navy Expeditionary Medal, 1984
US Navy Unit Commendation & Sea Service Ribbon w/Star 1984
US Navy Good Conduct award 1984
Honor graduate Fleet Combat Training Center, Norfolk VA 1981
Eric and his wife, Kristine, have resided in Albany, New York since 1985. They have one son, Ian. Eric is a veteran of the United States Navy and has enjoyed traveling the world. He is an avid NY sports fan of baseball, football, and hockey.
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2 Executive Park Drive
Albany, NY 12203
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