As Director of TAMP Services at GeoWealth, Eric oversees all TAMP platform activities including investment product development, business development, business strategy and key account relationships.
Over his professional career, Eric has developed a deep background in the financial services industry. Prior to joining GeoWealth, Eric was a principal at Eternity Capital were consulted on and helped launch two TAMP platforms for large financial institutions, started his own third party marketing firm sourcing and distributing niche money managers to large institutions, headed national distribution for GlobalBridge, a leading edge UMA provider, was a part of the advisor service team at Janus Funds and ran territory client acquisition for AIG VALIC. Eric received his B.A. from Colorado State University.