Overview
As a Chief Wealth Officer, Eric brings over 24 years of experience in wealth management. His specialties include advising ultra-high-net-worth clients, providing family office services, and consulting with firms across the wealth management industry. Eric is responsible for executing the strategic vision, leading the advisory team, and harmonizing service offerings to deliver an exceptional client experience. He collaborates closely with Aprio wealth team members to assure wealth strategies are thoughtfully aligned with each client’s short- and long-term goals.
Check the background of this investment professional on SEC Advisor Check.