Eric joined HB Wealth in January 2025 as a Shareholder after working with WMS Partners since December 2015. He serves as the Managing Director of Portfolio Management & Trading, where he leads the portfolio rebalancing and trading execution for all public investment strategies. Eric also advises clients on investment management solutions and plays a key role in shaping the firm’s public markets investment strategy.
At WMS Partners, Eric was the Chair of the Public Markets Investment Committee. During his tenure, he led the development of a comprehensive public markets research platform that was seamlessly integrated with a centralized portfolio management system.
Prior to joining HB, Eric was a Senior Client Analyst at Marquette Associates, Inc., and Assistant Vice President and Portfolio Manager for Christiana Trust.
Eric serves on the Board of Mother Seton Academy, a tuition-free, independent Catholic Middle School located in Baltimore City.
He holds a dual BS degree in Finance and Marketing from the University of Delaware and an MBA in Finance from Wilmington University. He is a Chartered Financial Analyst (CFA) charter holder, a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, and a member of both the CFA Institute and the Baltimore CFA Society.
Eric lives in Baltimore with his wife, Crystal, where they enjoy cheering on the Orioles and Ravens. In his spare time, he leads an active lifestyle that includes golf, traveling, and relaxing at the beach.