Eric is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investable assets. He supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process.
While completing his degree at Bentley University, Eric works part-time at the firm and plans to move into a full-time role once he graduates. He is earning a Bachelor of Science in Finance with a concentration in Financial Planning. Prior to joining Ballentine Partners, Eric gained valuable experience through internships with Milestone Financial Planning, HealthyHive, and the New Hampshire Fisher Cats, where he developed a strong foundation in both financial services and client-focused work.
Eric grew up in Bedford, New Hampshire and currently lives in the Boston area. Outside of work, he enjoys spending time with family and friends, golfing, skiing, and rooting for Boston sports, especially the Red Sox.