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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Eric Levine, CFA , CAIA

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • KY
    • LA
    • MA
    • MD
    • ME
    • NC
    • NJ
    • NM
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • VA
    • WY

    Prior to becoming a Financial Advisor, Eric spent over a decade at some of the worlds largest asset management firms representing portfolio management teams with clients and prospect throughout North America. He was responsible for providing timely market analysis to the financial community and conducting a range of services including portfolio reviews, investment strategy updates, and articulation of the firm’s market outlook to financial advisors, high net-worth individuals, and institutional clients.  

    Today, Eric focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, he takes the time to understand all you want to accomplish and then crafts a flexible plan aligned with where you are and where you want to go.

    Eric received his Bachelor of Science in Finance from Pennsylvania State University, is a Chartered Financial Analyst (CFA) as well as a Chartered Alternative Investment Analyst (CAIA).

    Eric currently lives in New York City with his wife Samantha and their son Cooper. In his spare time Eric enjoys spending time with friends and family, cooking, exercising, and the beach.

        • Chartered Alternative Investment Analyst®
        • Chartered Financial Analyst®
        500 Campus Drive
        Florham Park, NJ 07932
        Eric Levine, CFA , CAIA
        500 Campus Drive,Florham Park,NJ,07932

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      Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

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