Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset management relationships. As a member of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.
Previously, Eric worked for J.P. Morgan’s Private Bank where he assisted with high net worth families and institutions to monitor investment portfolios, model wealth projections and provide investment solutions for their clients. He holds the Series 7, 63, and 65 licenses as well as Life, Health, and Variable Annuities Insurance licenses. He has a Master of Business Administration from the University of Michigan where he also earned a Bachelor of the Arts Degree in Economics.
Eric lives in Ann Arbor, Michigan. He enjoys being involved in the community, and spends his free time traveling the world, tasting the newest local cuisine, and playing various sports, most notably hockey and golf.