Eric founded the firm in July of 1995. He has managed money in Burlington since 1971, first with the Howard Bank, then Fraser Management Associates. A graduate of St. Lawrence University, Eric earned his Chartered Financial Analyst (CFA®) designation in 1978 and his Certified Financial PlannerTM designation in 1985. He has lectured at The University of Vermont Grossman School of Business and Saint Michael’s College and wrote a column on Personal Finance in The Burlington Free Press for ten years.
Eric was a founding Board member of the Vermont CFA Society and is a past President.
He has served as Board Chair of the Vermont Symphony Orchestra, the Baird Center for Children & Families and the Vermont Nature Conservancy. He is currently on the Board of the Humane Society of Chittenden County, the Vermont Council on World Affairs and Wake Robin Life Care Community
Eric lives in Burlington.