Eric joined 9258 Wealth Management in 2023 as a portfolio manager. He is responsible for collaborating with advisors to provide customized portfolio management services, processing security purchases and sales, researching stocks, mutual funds and EFTs.
He began his career as a credit analyst for mortgages with a local bank where he prepared and processed mortgage loans, worked to resolve issues and respond to inquiries and ensured all necessary documentation was filed.
Eric’s most recent position was with a local wealth management company where he held the title of portfolio implementation analyst. In this role he executed portfolio analysis and provided recommendations to advisors on account/investment transitions, cash management and optimization and portfolio strategy implementation for clients.
Eric has a Master of Business Administration from Northern Kentucky University and received his Bachelor of Science in business administration from Concord University. Eric also has a business and financial modeling certification from the Wharton School of Business at the University of Pennsylvania.
He is Six Sigma certified in Total Quality Applications and is working on his business and financial modeling certification.
Eric enjoys traveling, anything and everything soccer related, trying new restaurants and spending time with his girlfriend and their three cats.