After graduating from Carnegie-Mellon University with a B.S. in Mathematics, Eric began his career as a management consultant with firms such as Booz-Allen and Hamilton & Touche Ross, where he established the basis for his client-centric consultative process. As a financial advisor since 2002, he stresses the importance of thoroughly knowing his clients so he can most appropriately guide them to achieve their short term and life-long goals. With clients of varying ages and in all stages of life, as well as small businesses, Eric prides himself on his reliable customer service, investment knowledge and detailed planning and execution process. Working with B. Riley Wealth and B. Riley Wealth Advisors provides the resources to fully support these efforts and the independence to always put his clients’ interests first.
In addition to his Bachelor’s of Science, Eric earned a Master’s degree in Applied Mathematics from George Washington University in Washington D.C. He is a registered Investment Advisor and holds the series 7, 63 and 65 registrations and is licensed for life insurance, long term care insurance, and annuities. Prior to joining B. Riley Wealth, Eric was a financial advisor at Merrill Lynch and UBS Financial Services.