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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Eric brings over 35 years of experience to his role as a valued advisor to his clients. His exceptionally refined and focused practice has allowed him to become a highly skilled and accomplished advisor within UBS. He is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor," qualifying him to provide highly personalized wealth management services. Eric takes pride in using the skills he has acquired working in multiple industries as well as the knowledge he has gained through a rigorous education. Eric earned a B.S. from Cornell University and an M.B.A., summa cum laude, from Babson College. An avid outdoorsman, Eric is a lifelong skier and international traveler. He volunteers his time as a Little League baseball coach and is a member of the Wachusett Mountain Ski Patrol. He resides in Woburn, MA with his wife Terri and two sons.
Licenses
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Eric brings over 35 years of experience to his role as a valued advisor to his clients. His exceptionally refined and focused practice has allowed him to become a highly skilled and accomplished advisor within UBS. He is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor," qualifying him to provide highly personalized wealth management services. Eric takes pride in using the skills he has acquired working in multiple industries as well as the knowledge he has gained through a rigorous education. Eric earned a B.S. from Cornell University and an M.B.A., summa cum laude, from Babson College. An avid outdoorsman, Eric is a lifelong skier and international traveler. He volunteers his time as a Little League baseball coach and is a member of the Wachusett Mountain Ski Patrol. He resides in Woburn, MA with his wife Terri and two sons.
Licenses
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Investment insights on the US elections
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
