Eric is the CEO of Pinnacle Investments, LLC and CEO of Confidential Planning I, LLC. Previously he served as the firm's Chief Operating Officer and prior to that Chief Compliance Officer. Prior to his career in the financial services industry, Eric served in a number of upper management positions in the Boston and New York City areas where he specialized in statistical and financial analysis. After working for a global investment firm, Eric joined Pinnacle Investments in 2005 where he was able to apply many of those same skills in developing investment strategies.
In 1986, Eric graduated from the University of New Mexico's Anderson School of Management in Albuquerque, New Mexico. He is a Financial Industry Regulatory Authority (FINRA) General Securities Principal (Series 24), Registered Options Principal (Series 4), General Securities Representative (Series 7), State Securities Agent (Series 63), Registered Investment Advisor Representative (Series 65) and holds a New York State Insurance licensed for Life, Accident and Health. Eric resides in Manlius, New York with his wife Anne and their three children. Eric's interests include SCUBA diving, photography and beekeeping.