Eric assists with the implementation of personal portfolios with a focus on economic analysis and security selection. As a member of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios. 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 is currently working toward his Master of Business Administration at the University of Michigan where he also earned a Bachelor of the Arts Degree in Economics.
Eric lives in Royal Oak, 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.