Eric started his career in the investment industry as a Financial Advisor with Morgan Stanley in 2001. In 2004, he joined Key Financial as a Paraplanner and has served in an expanding set of roles as the firm has grown in size and complexity. Eric’s primary responsibilities cover all aspects of the planning process from the initial client engagement to the execution of recommendations. He takes pride in his attention to detail and ability to blend theory and reality into thought provoking solutions for clients. In 2014, Eric was appointed as the firm’s Chief Planning Officer tasked with overseeing planning operations and driving value in client interactions.

Eric has over 13 years of experience in comprehensive financial planning and investment management. In 2012, he completed and was awarded the CFP designation which covers comprehensive and ethical financial planning. In 2014/2015, he received his MBA and Masters in Finance from the Pennsylvania State University. In 2016, he was awarded the Certificate in Investment Performance Measurement by the CFA Institute. The CIPM covers ethical performance and risk based evaluation approaches to return measurement, attribution, appraisal, and investment manager selection. He is also a member of the Beta Gamma Sigma International Honors Society.

Eric can help you with questions regarding all phases of financial planning and portfolio management.