1 week ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
- With CAPTRUST Since 2021
- 617.488.2700
-
One Liberty Square 13th Floor
Boston, MA 02109
Eric Lipa
Associate,
Relationship Manager
- Lockport, NY
- The Boys in the Boat by Daniel Brown | Miracle
- Elon Musk, Matthew McConaughey, and Anthony Bourdain
- “Things work out best for those who make the best of how things work out.” – John Wooden
- Integrity, work ethic, and a sense of humor
Financial Advisors
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.
Education
- Bachelor of Science degree in financial management from Salve Regina University
News & Resources
Retirement Plans
Resources
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Charting a Course for 2023
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Healthcare Savings in Retirement
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Endowments & Foundations
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Planned Giving Strategies for Endowments & Foundations
For endowments and foundations, an important aspect of fundraising is...
