- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Eric services clients with his Team by utilizing Northern Trust's proprietary goals-driven technology platform to provide holistic advice. He works to properly understand a client's annual cash flow needs, capital purchases, and gifting strategies in order to help develop the best solutions for their lifetime and beyond.
Experience
Eric is the Senior Market Executive for Broward County. He joined Northern Trust in 1998. During his time at Northern Trust, he has closely advised high-net-worth families, individuals and foundations in all areas of wealth management. He is responsible for a Team of multi-disciplinary professionals who provide their clients with comprehensive services incorporating investment management, trust and banking. Prior to his current role, he served as Senior Managing Director of a Private Client Advisory Team based in Miami, with responsibilities for Northern Trust's Miami market, including Aventura and Key Biscayne. Eric is a member of Northern Trust's East Region Business Leadership Council and is responsible for growth in the region in addition to brand awareness.
Community Involvement
Eric's involvement in the South Florida community extends beyond his role at Northern Trust to a range of community organizations. He is a Board Member of Easterseals of South Florida, Board Member of the Overtown Youth Center, Board Member of the Community Foundation of Broward, Board Member of the Broward Center for Performing Arts, Member of the Broward Workshop, and Trustee of the Florida House on Capitol Hill.
Joined Northern Trust
1998
Education
B.B.A. (Banking/Finance) from Hofstra University. M.B.A. (Finance) from the University of Miami.
Credentials
CFP® professional. CIMA® professional. Series 6 and 63 licenses.
Fort Lauderdale
Cash Services Available
1100 East Las Olas Boulevard
Fort Lauderdale, Florida 33301