Areas of focus
As an Investment Operations Manager, Eric is a member of the RCA portfolio management team and provides oversight and execution of daily trading activities and portfolio management tasks. He is also responsible for overseeing money flows both into and out of the practice, as well as research support and reporting related to all investment programs.
Background and experience
Eric began his financial services career in 2010. He brings extensive portfolio management and trading experience having previously worked at 9258 Wealth Management, Constellation Wealth Advisors and Fifth Third Bank. He holds the FINRA Series 65 professional registration. Eric earned an MBA from Northern Kentucky University and a BBA from Concord University.
Getting to know him
A native of Northern Kentucky, Eric lives in Fort Thomas, Kentucky. He has a passion for soccer at all levels and currently runs a youth goalie training academy. He has been a season ticket holder for FC Cincinnati since its inception. When Eric is not working or immersed in soccer activities, he enjoys trying new restaurants, traveling, and spending time with his girlfriend and three cats.