3 weeks ago
Market Thoughts 5.6.2022
After one of the worst trading days in 2022, it’s...
- With CAPTRUST Since 2021
- 617.488.2700
-
101 Federal Street 14th Floor
Boston, MA 02110
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
Resources
Resources
1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Resources
3 months ago
After Buildup, Russia Invades Ukraine
After several weeks of buildup and anticipation, Russia launched a...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
