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.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Client Associate
Client Associate
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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