1 week ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Associate,
Relationship Manager
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.
1 week ago
As the U.S. debt ceiling takes over the headlines, this...
1 month ago
Investors entered the opening quarter of 2023 on the edge...
3 months ago
Two recent bank closures have put investors on high alert...
4 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...