Prior to joining Strategies for Wealth, Eric spent over 25 years in the financial industry. Most recently, he was a Managing Director and a board member for Wells Fargo Asia Limited. In this role, he headed the Asia credit trading desk in Hong Kong. Eric has also worked at Knight Capital Group, UBS AG and Travelers Insurance company.
He received his B.S. from Brown University and his M.B.A. and M.S. from Columbia University. Eric is a member of Brown University’s Alumni Association and an International Care Ministries volunteer. Eric is married with three children and enjoys playing golf and focusing on physical and mental wellness.
Eric is excited to leverage his experience to provide holistic financial advice. Essentially, this entails helping clients reach financial independence.
Cell phone (203) 843-8506