Eric M. Nahat, CEPA^®

Eric holds dual roles overseeing implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Co-Chief Investment Officer, Eric leads Synergy’s Investment Committee and consults on portfolios with a focus on economic analysis and security selection.

His leadership and impact have earned national recognition. Eric was named to DBusiness Magazine's 2026 30 in their Thirties, honoring metro Detroit business professionals in their 30s who have achieved notable success in their respective fields. He has also been named to Forbes Best-in-State Wealth Advisors (2025) and as a Five Star Wealth Manager (2024, 2025, 2026). Previously, Eric worked for J.P. Morgan 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 has a master's degree in business administration from the University of Michigan, where he also earned a bachelor's degree in economics. He is a Certified Exit Planning Advisor (CEPA®) and holds the Series 7, 63 and 65 licenses as well as Life and Variable Annuities Insurance licenses.

Eric lives in Ann Arbor, Michigan with his wife, two children and Portuguese water dog. He enjoys being involved in the community and is a member of the New Day NEXT Leadership Council, a group helping to improve the lives of Michigan cancer patients and their families. Eric is also volunteers with Michigan DECA and mentors University of Michigan students. He spends his free time traveling the world, tasting the newest local cuisine, and playing various sports, most notably hockey and golf.

Disclosure

This Rating is provided on 4/7/2025 by Forbes. It covers the period of one year. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to https://www.fivestarprofessional.com/

This Rating is provided on 2/9/2026 by Five Star Professional. It covers the period of one year. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit www.fivestarprofessional.com