Senior Vice President – Wealth Management & Financial Counseling
In his role at Ferris Capital, Eric works primarily with clients needing intergenerational wealth services, estate and financial planning, and investment management services. Prior to joining Ferris Capital, Eric spent 25 years as Vice President in Wealth and Branch Management roles at Fidelity Investments’ Private Client Group. Previously, Eric was a financial planner with Thomson McKinnon, having begun his career there in 1982 as a Floor Clerk on the New York Stock Exchange.
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Eric earned his BA from Cornell University. In 2014 he earned an MS in Finance, with distinction, from Brandeis University International Business School. Eric is a member of the CFA Society Boston, where he is also a mentor. Additionally, he founded the mentoring program at Brandeis University IBS and serves as a mentor there.
Eric enjoys cycling, writing, travel and spending time with his family. He and his wife reside in Sudbury MA.
How Eric Can Help:
Cash Flow Analysis
Wealth Transfer, Estate and Legacy Planning
Charitable Giving Strategies
The Family Conversation
Women and Investing