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Eric is responsible for managing client relationships. He is the co-chair of the Financial Planning Committee, serves on the Firm’s Investment Committee and is a member of the Business Owner Group. With a particular focus on taxation and public policy, Eric is committed to the welfare of New Jersey businesses and is a member of the Board of Directors of New Jersey Policy Research Organization (NJPRO), an independent affiliate of the New Jersey Business & Industry Association. A graduate of the University of South Carolina with a Bachelor of Science in Business Administration and a concentration in Finance, Eric is a CERTIFIED FINANCIAL PLANNER™ certificant, and is a Chartered Financial Analyst® charterholder. His background is in investment analysis working for a hedge fund in Randolph. A native New Jerseyan, Eric now lives in Jersey City and is a CrossFit enthusiast.