Eric brings a wealth of experience and expertise to his role as Senior Investment Advisor at Cross Border Wealth. With over two decades in the financial services industry, Eric specializes in delivering tailored investment strategies and financial planning solutions to US-connected global individuals, particularly those with exposure to the UK pension market.
Eric's journey in the financial industry began in 1993, and he has since held various roles, including retail and institutional sales, project management and ventures in the FinTech sector. His diverse background includes working with both large brokerage firms and major insurance companies, giving him a unique perspective on clients' personal and business investment and insurance needs.
He finds most satisfaction in helping clients achieve their financial goals, be it integrating foreign-sourced assets into a broader financial strategy for high-net-worth clients or assisting widows and widowers in securing their pensions. Beyond his work, Eric is a seasoned musician with 40 years of experience playing the guitar and piano.
Career
With over two decades in the financial services industry, Eric specializes in delivering tailored investment strategies and financial planning solutions to US-connected with exposure to the UK pension market.
