Eric works closely with partner firms to support and grow relationships. He focuses on training and supporting advisory firms and their underlying producers.
Prior to joining GeoWealth in 2016, Eric developed a deep background in multiple facets of the financial services industry. Prior experiences include serving as a principal at Eternity Capital where he consulted on and helped launch two TAMP platforms for large financial institutions; starting his own third-party marketing firm that sourced and distributed niche money managers to large institutions; heading national distribution for GlobalBridge, a leading edge UMA provider; serving as a member of the advisor service team at Janus Funds; and running territory client acquisition for AIG VALIC. Eric received his B.A. from Colorado State University. He holds his Series 65 license.
Outside the office, Eric likes to spend his time with his wife and two boys. Eric enjoys skiing, hiking, biking, fly-fishing and watching his boys grow.LinkedIn