Insight-based advice

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.

Team Photo

Eric Hoertdoerfer

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.



  • Series 7, General Securities Representative 
  • Series 31, Managed Futures Representative
  • Series 66, Investment Advisor Representative
  • Life, Health, Annuity & Disability Insurance - States of FL, MA, NH, NY, NC, OK, SC, VA
  • Long-Term Care Insurance Licensed - State of FL, MA, NH, NY, NC, OK, SC, VA
  • Mortgage Loan Originator - NMLS #1630812

Personal & Community

  • Member, National Ski Patrol
  • Member, The Cayuga Society - Cornell University
  • Little League baseball coach and Board Member
  • Resides in Woburn, MA with wife, Terri and sons, Lukas and Jacob


Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT


  • B.S., Cornell University - School of Hotel Administration, 1984 - 1988
  • M.B.A., Summa Cum Laude, Babson College - School of Business Administration, 1997 - 1999


  • UBS Director Council, 2012, 2013, 2018, 2019, 2021, 2022
  • UBS Pacesetter Council, 2006, 2007, 2008, 2009, 2010
  • UBS Wealth Advisor Graduate Program, 2018
  • UBS Wealth Advisor Designation Recipient, 2010
  • UBS Pacesetter Client Service Award Winner, 2009

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Multi-generational families
Financial planning
Business Owners
Retirement planning
Education planning
Lending services
Long-term care planning
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8334

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Defining your priorities. Pursuing what matters.

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.

Goals-based planning

Goals-based planning

Advice for business owners

Advice for business owners


UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager