Private Advisor Group
Eric is the Portfolio Administrator at Private Advisor Group. In this role, he is responsible for portfolio and allocation changes across the in-house WealthSuite platform. He brings over 20 years’ experience in financial services to the team.
Prior to joining Private Advisor Group, Eric has held senior positions in the trading and operations area at Signature Bank, Terra Capital Partners and FIS.
Eric holds a Bachelor of Arts degree in Political Science from Syracuse University. He holds FINRA series 7, 24, 63, and 66 securities registrations.
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Private Advisor Group
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Private Advisor Group is today’s independent advisor solution built to support successful independent financial advisors, allowing them to stay focused on their business