Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Eric is an Associate Director in Pathstone’s Philadelphia metro area office, serving as Application Development Team Lead. Eric works across various operational departments to create customized financial technology solutions and keep the office’s systems at the cutting edge of financial technology.

Eric began his career in 1999 as a consultant at Keane Inc., working with clients to mitigate the Y2K problem. After that, he worked on various financial industry projects with The Sycamore Group before joining Veritable in 2005. 

Eric earned his Bachelor of Science degree in the Management of Information Systems from LaSalle University, where he also played for their men’s soccer team.

GROUPS

Firm Operations

Technology


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