Managing Director–Wealth Management
Financial Advisor
“We strive to understand our clients on a deeper level, both personally and financially, and to collaborate with them to lead a more fulfilled life.”
For more than 34 years, Eric has been an advisor to a diverse group of clients ranging from family offices, entrepreneurs and corporate executives, to clients in the entertainment industry, foundations and endowments. His knowledge encompasses all dimensions of a client’s life, including investments, business, passion and legacy. As a Family Office Consultant, Eric empowers families, helping to define the core values that unite successive generations for preserving and sustaining wealth.
Eric leads the team’s due diligence process for all investments. He is passionate about analyzing changing trends in the economic, political, and financial environment and understanding how these shifting dynamics impact clients’ lives and portfolios. Having guided clients through multiple economic cycles, Eric draws upon his deep experience to construct portfolios that can help mitigate risk and capitalize on opportunities.
Previous experience
Designations
Life
Recognized as an industry leader:
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.
Managing Director–Wealth Management
Financial Advisor
“We strive to understand our clients on a deeper level, both personally and financially, and to collaborate with them to lead a more fulfilled life.”
For more than 34 years, Eric has been an advisor to a diverse group of clients ranging from family offices, entrepreneurs and corporate executives, to clients in the entertainment industry, foundations and endowments. His knowledge encompasses all dimensions of a client’s life, including investments, business, passion and legacy. As a Family Office Consultant, Eric empowers families, helping to define the core values that unite successive generations for preserving and sustaining wealth.
Eric leads the team’s due diligence process for all investments. He is passionate about analyzing changing trends in the economic, political, and financial environment and understanding how these shifting dynamics impact clients’ lives and portfolios. Having guided clients through multiple economic cycles, Eric draws upon his deep experience to construct portfolios that can help mitigate risk and capitalize on opportunities.
Previous experience
Designations
Life
Recognized as an industry leader:
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.
Authorized Officer
Financial Advisor
“We listen and work to understand your goals, your objectives, and your constraints. Once understood, we strive to provide custom tailored solutions for each client.”
As a Chartered Financial Analyst® (CFA®) and Senior Wealth Strategy Associate, Thomas works with the senior partners on investment analysis and portfolio construction. He is responsible for broad investment due diligence and client tailored asset allocations.
Thomas joined Wittenberg Partners in 2014 after graduating from University of Virginia with a BA in Economics. In addition to the CFA charter, Thomas holds the Chartered Alternative Investment Analyst and Chartered SRI Counselor (sustainable, responsible, and impact) designations.
Thomas's passion for mathematics, rigorous critical thinking and enthusiasm for life enables deep connections with clients while putting their needs first and always striving to achieve the best possible outcome.
Previous experience
Designations
Life
Authorized Officer
Financial Advisor
“We listen and work to understand your goals, your objectives, and your constraints. Once understood, we strive to provide custom tailored solutions for each client.”
As a Chartered Financial Analyst® (CFA®) and Senior Wealth Strategy Associate, Thomas works with the senior partners on investment analysis and portfolio construction. He is responsible for broad investment due diligence and client tailored asset allocations.
Thomas joined Wittenberg Partners in 2014 after graduating from University of Virginia with a BA in Economics. In addition to the CFA charter, Thomas holds the Chartered Alternative Investment Analyst and Chartered SRI Counselor (sustainable, responsible, and impact) designations.
Thomas's passion for mathematics, rigorous critical thinking and enthusiasm for life enables deep connections with clients while putting their needs first and always striving to achieve the best possible outcome.
Previous experience
Designations
Life
Wealth Strategy Associate
"No two days of working with our clients are the same. The ability to create personal relationships with each of our clients is very rewarding.”
Jay's work includes operations execution, asset allocation analysis, and investment implementation. Additionally, Jay works on the implementation of Alternative Investments into client portfolios.
Before joining Wittenberg Partners, Jay was an analyst at Astor Realty Capital and Berko & Associates, a commercial real estate private equity and brokerage firm. He uses his analytical mindset and detail oriented processes to help clients in any way he can.
Previous experience
Education
Designations, registrations and accolades
Life
Wealth Strategy Associate
"No two days of working with our clients are the same. The ability to create personal relationships with each of our clients is very rewarding.”
Jay's work includes operations execution, asset allocation analysis, and investment implementation. Additionally, Jay works on the implementation of Alternative Investments into client portfolios.
Before joining Wittenberg Partners, Jay was an analyst at Astor Realty Capital and Berko & Associates, a commercial real estate private equity and brokerage firm. He uses his analytical mindset and detail oriented processes to help clients in any way he can.
Previous experience
Education
Designations, registrations and accolades
Life
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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