Eric is a Partner at Transcend Capital Advisors. Prior to founding Transcend, Eric was a Senior Vice President at UBS Private Wealth Management and Smith Barney. For more than 25 years, he has been providing comprehensive wealth advisory services to entrepreneurs, private and public technology industry executives and professional athletes. Eric has been recognized by Barron’s, The Financial Times and Forbes in its annual lists of top advisors.
Eric holds a Bachelor of Science from Plattsburgh State University of New York and attended the Wharton School of Business to attain his Certified Investment Management Analyst (CIMA) accreditation.
