First Vice President–Wealth Management
Financial Advisor
With over 35 years of experience in Investment Banking and Wealth Management, Eric has provided clients with trusted guidance across all stages of their financial journey. Eric's practice focuses on retirement planning, investment strategy, and estate planning-helping individuals/families and businesses make confident, informed decisions to achieve their long-term goals.
Eric takes a client-focused, data driven approach, building enduring relationships grounded in transparency, integrity, and measurable results. He believes that effective financial advising means not only managing wealth, but empowering clients to understand and shape their financial futures.
Having earned his Bachelor of Science in Business Administration with a concentration in Finance from Washington University in St. Louis Eric began his journey into Investment Banking with roles at JP Morgan Investment Bank, Bankers Trust Global Investment Management and as an Independent Option commodity floor options/futures trader. Pivoting in 2000 to AIG Financial Products he rose to Global Head. Managing the global team which ran a multibillion-dollar Equity Derivative Real Asset portfolio creating Bespoke and Delta 1 Swaps/Structured Products/Levered & Non-Levered ETFs and ETNs/Exotic options marketed directly to University Endowments/Pension Funds/Sovereign Countries/Family Offices/Asset Managers/Mutual funds and Hedge Funds. In 2009 he and his global team joined UBS Investment Bank to replicate their prior success assisting sophisticated Global Institutional client base reach their long-term financial targets and goals.
As a member in good standing at Shelter Harbor Golf Club Eric is an avid golfer. The focus, dedication, commitment to adapt to ever changing environments translates well into sophisticated, comprehensive Wealth Management.
First Vice President–Wealth Management
Financial Advisor
With over 35 years of experience in Investment Banking and Wealth Management, Eric has provided clients with trusted guidance across all stages of their financial journey. Eric's practice focuses on retirement planning, investment strategy, and estate planning-helping individuals/families and businesses make confident, informed decisions to achieve their long-term goals.
Eric takes a client-focused, data driven approach, building enduring relationships grounded in transparency, integrity, and measurable results. He believes that effective financial advising means not only managing wealth, but empowering clients to understand and shape their financial futures.
Having earned his Bachelor of Science in Business Administration with a concentration in Finance from Washington University in St. Louis Eric began his journey into Investment Banking with roles at JP Morgan Investment Bank, Bankers Trust Global Investment Management and as an Independent Option commodity floor options/futures trader. Pivoting in 2000 to AIG Financial Products he rose to Global Head. Managing the global team which ran a multibillion-dollar Equity Derivative Real Asset portfolio creating Bespoke and Delta 1 Swaps/Structured Products/Levered & Non-Levered ETFs and ETNs/Exotic options marketed directly to University Endowments/Pension Funds/Sovereign Countries/Family Offices/Asset Managers/Mutual funds and Hedge Funds. In 2009 he and his global team joined UBS Investment Bank to replicate their prior success assisting sophisticated Global Institutional client base reach their long-term financial targets and goals.
As a member in good standing at Shelter Harbor Golf Club Eric is an avid golfer. The focus, dedication, commitment to adapt to ever changing environments translates well into sophisticated, comprehensive Wealth Management.
Senior Client Associate
Ashley Bickford is a Senior Client Associate with over 25 years of experience in the financial services industry. She holds a bachelor’s degree in business administration and is SIE certified, demonstrating her strong foundation in financial principles and client service excellence. Ashley is dedicated to providing exceptional support to clients and contributing to their long-term financial success. Outside of her professional role, she enjoys volunteering in her community and spending quality time with her daughter.
Senior Client Associate
Ashley Bickford is a Senior Client Associate with over 25 years of experience in the financial services industry. She holds a bachelor’s degree in business administration and is SIE certified, demonstrating her strong foundation in financial principles and client service excellence. Ashley is dedicated to providing exceptional support to clients and contributing to their long-term financial success. Outside of her professional role, she enjoys volunteering in her community and spending quality time with her daughter.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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