With over 15 years of industry experience, Eric is the founder of Peace of Mind Wealth Management, providing his clients with proven investment expertise and tailored financial planning.

Eric spent 11 years as an equity research analyst with UBS Investment Bank, rising to the level of Director. His investment experience also includes three years as portfolio manager for Copernican Capital, a hedge fund.

His equity research has been highlighted in Barron’s, he has been quoted in Grant’s Interest Rate Observer, and he has been published in numerous media publications, including the Financial Times.

He is a graduate of Trinity College (BA), the University of Notre Dame (MBA) and is a CFA charter holder (CRD# 304380; www.cfainstitute.org).

On his free time, Eric enjoys spending time with his family and dog Scout. He is an avid fan of UConn men’s and women’s basketball, Notre Dame football, and all things baseball.