Eric’s career is centered on providing comprehensive wealth management and assisting those in need of sound counsel. He is actively involved in investment management, securities research, and providing wealth planning advice.
Eric’s expertise is in providing investment counseling to individuals and their families; trusts; charitable organizations; and business entities, working as a fiduciary (where clients’ needs are first and foremost). Eric looks for things to be a “win-win” situation in working with clients.
Investing is all about planning for the future and Eric looks to help clients successfully meet their key milestones in life. He looks to provide solutions that address both the assets and liabilities of clients’ balance sheets.
Eric’s investment philosophy is thematic, identifying broader macro-level trends and the businesses and sectors that stand to benefit. “Dreams of yesterday become the themes of today.”
Over the course of his career, he has served in the role of a senior wealth and investment manager for a national bank, a large accounting firm, and a prominent broker-dealer, as well as leading the investment efforts for registered investment advisory firms (RIAs).
Eric is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Society of San Francisco.
Eric lives in San Francisco with his wife Rebecca and his two sons. Eric loves the great outdoors, be it family backpacking trips or as an ultra-endurance cyclist. He’s preparing for the 2023 Paris-Brest-Paris Randonnée as a club member of the San Francisco Randonneurs. Eric also coaches mountain biking for the NorCal High School Cycling League.