Eric Lipa is a wealth management financial advisor based in Boston, MA.
CAPTRUST welcomed Eric in 2021. He serves as a relationship manager and provides clients with financial planning, investment management, and tax compliance support.
Eric joined CAPTRUST from RINET—a fee-only wealth management firm—where he was a member of the wealth planning group and served as an associate client advisor director. Prior to joining RINET in 2020, Eric completed an internship at Bellevue Financial, where he conducted market research for the firm. He holds a Bachelor of Science in financial management from Salve Regina University.
Outside of work, Eric enjoys skiing, golfing, playing and watching hockey, and watching the Buffalo Bills.
- Bachelor of Science degree in financial management from Salve Regina University