Senior Advisor, Partner
Eric has more than 15 years of experience as an investment professional. In his role as Senior Advisor, he manages all aspects of client relationships, from portfolio design to financial planning. He contributes to the firm’s research on topics such as investment manager due diligence and the development of capital market assumptions. Eric also has primary responsibility for the firm’s portfolio management systems.
Eric earned his Bachelor of Science in Business Administration from Duquesne University. He holds the Chartered Financial Analyst (CFA) and the Certified Financial PlannerTM (CFP®) designations.
Eric shares his home in Kennedy Township with his wife, Mallory, and their three children, Nora, Lydia, and Oscar. In his spare time, Eric enjoys reading and anything in the great outdoors.