Location Saratoga Springs, New York, United States Regions East Coast, Northeastern US Gender Male
LinkedIn View on LinkedIn
Eric is the Chief Investment Officer of Congress Park Capital and has served in that position since founding the firm in 2009. His primary responsibility involves constructing individualized portfolios for clients through individual company equity and bond analysis.
Prior to Congress Park Capital, Eric held the position of Financial Advisor with
Merrill Lynch from 2005 to 2009 and also with UBS Wealth Management from 2002 to 2005.
After graduating from the Wharton School of Business in 1993 with a Bachelor of Science degree in Economics focusing on finance and entrepreneurial management, Eric worked at a boutique NYC investment banking firm specializing in Mergers and Acquisitions. The firm, TM Capital, specialized in mid-market transactions and was formed by a former senior banker at Goldman Sachs. At TM Capital, Eric worked on constructing and analyzing financial models for companies to raise financing, complete divestitures and enter into acquisitions.
