Eric Passeri

Eric Passeri's role as Investment Officer, Eric’s responsibilities include providing key research and input for the construction of client portfolios at TrinityPoint Wealth. He also oversees manager due diligence at the firm.

Prior to this position, Eric was a Research Analyst at Beirne Wealth Consulting for six years. He began his career at Merrill Lynch, where he was as a Financial Advisor from 1986-2012.

As a student of economics, Eric was drawn to investment theory and portfolio management at Fairfield University, where he earned his Bachelor’s Degree in Economics in 1986. After graduating, he obtained the necessary securities licenses, became a Financial Advisor and has worked in the financial services industry ever since.