2 months ago
How Nonprofits Can Handle Major Gifts (Webinar Recording)
Listen to this webinar recording to learn how organizations can...
Principal,
Head of Endowments & Foundations
Eric joined CapTrust Advisors in Tampa in 1998 as one of the company’s founding partners. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Eric is currently principal and head of endowments & foundations and is responsible for providing investment advisory services to fiduciary investors. Prior to co-founding CapTrust Advisors in Tampa, Eric was a vice president at PaineWebber (now UBS) and has worked in the industry since 1992.
Eric is active in the community having recently served as Chairman of the Board for the United Way Suncoast. He remains active on the Board of United Way and involved in many other organizations.
2 months ago
Listen to this webinar recording to learn how organizations can...
2 months ago
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...
2 months ago
The need for philanthropic resources is highest during periods of...
7 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...