Eric is an Investment Advisor Associate for our Wealth Management Team. He has an analytical skill set and loves to take complex subject matter and make it easier for people to understand so financial matters don’t get in the way of living their best life. Prior to joining Cherry Tree, Eric spent seven years in a variety of roles within MassMutual, most recently with one of MML’s elite advisor teams as an Investment Specialist, where his primary responsibilities included investment research, portfolio management, and trading.
In his free time, Eric lives with his golden retriever puppy Goose in the West Calhoun area, where they love to get out walking around the lakes and trails. He is also an avid sports fan and loves to read, cook, and travel.
- Client Service
- Financial Analysis
- Investment Research
- Investment Management
- B.A., Economics, University of Minnesota – Twin Cities
- Certified Investment Management Analyst®
- Accredited Portfolio Management Advisor℠
- Investment Specialist, M&E Catalyst Group
- Brokerage Coordinator, MassMutual Central US
- Case Design Consultant, Charterpoint Wealth Strategies
- Member, Investments & Wealth Institute