Experience

With nearly 40 years’ experience as a Financial Advisor, Charles has managed wealth successfully through various market cycles. He believes that a focus on portfolio management, asset allocation, retirement income planning, and next generation wealth transfer strategy is the key to achieving long term financial success.

Charles received his Bachelor of Science in Accounting from SUNY Albany and his M.B.A. from Fordham University. He also passed the Certified Public Accounting (CPA) exam.

Charles resides in Morristown Township, NJ with his wife Doreen. Together they have 4 children and 1 grandchild. In his personal time Charles enjoys spending time with family, cycling, reading, and the beach.

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.