Eric joined Professional Planning Group in 2024 as a Financial Advisor. He works directly with clients to provide comprehensive wealth management services and retirement planning strategies based upon their individual goals and objectives. Eric is a member of the Investment Committee.
Experience
Prior to joining Professional Planning Group, Eric was a Senior Wealth Associate within Washington Trust’s Wealth Management division, on a team managing high net worth individual and institutional client portfolios. Before his career in investment management, Eric was a chemist, focused principally on environmental, polymer, and surface chemistry.
Education
Eric earned both his Bachelor of Science in Geosciences and Master of Science in Finance from the University of Rhode Island. He is a CFA charterholder and is a member of the CFA Institute. Eric also holds the Series 7 & 63 licenses.
Family
Eric lives in Lincoln, RI with his wife Karen, their dog May, and their two cats, Hazel & Bingo.
Hobbies
In his free time, he enjoys fishing, astronomy, golfing, reading, and spending time with family on Cape Cod.
