Joined
GW&K 2018
Industry
Experience 6 Years
Eric is a member of our client service team, responsible for servicing GW&K’s private wealth clients. He assists clients with the implementation of their wealth management plans, ensuring the process runs smoothly. Eric also serves as a primary point of contact for clients, addressing all questions and concerns, and helping clients meet their long-term objectives.
He originally joined GW&K in 2018 as a member of our operations team and was later promoted to a senior operations specialist, responsible for trade settlements and account administration.
Eric received a BBA from the University of Massachusetts, Amherst with a major in Finance and a minor in Economics.
I love activities that get me outside and moving. Whether that is golfing, playing basketball, skiing, kayaking, or fishing. I enjoy traveling and have a goal to golf in all 50 states, with 13 checked off the list already. My passion is finance and being able to help friends and family understand more about the capital markets.