Eric began his career with Fidelity Investments as a trader, helping execute trades within client portfolios. He then served as a Planning Consultant and Relationship Manager, cultivating relationships with Fidelity clients at two offices. Most recently, he was a Private Wealth Advisor with SVB Private in Boston. In this role he was responsible for providing banking and wealth management solutions to high net-worth investors, executives, and founders throughout the east coast. A planner at heart, Eric is a Certified Financial Planner, CFP ® and avid reader on everything regarding the markets and planning.

Eric graduated from Elmira College in 2015, earning a Bachelor of Science degree in Business Administration with a Concentration in Marketing. During his time at Elmira, he was a 4-year member of the Lacrosse team and was instrumental in creating the alumni organization after his graduation.

Originally from Westford, Eric is thrilled to be back in Vermont with his wife Tiffany and son Hudson. A lifelong athlete, when not working he can be found running, hiking, golfing, or getting involved in coaching.