Eric is a Managing Partner of Evoke Advisors and is a member of the firm’s Investment Committee and its Compliance Committee. He has been in the wealth management industry since 2004. Eric advises high net worth families, trusts, foundations and institutions. Eric specializes in pre-sale planning for business owners, developing customized asset allocations, evaluating investment managers and building financial models for multigenerational estates. Prior to joining Evoke Advisors, Eric was a Managing Director of Bel Air Investment Advisors where he advised clients and was a member of the firm’s Investment Committee.
Eric is regularly sourced for expert commentary from numerous business and finance publications. He supports various non-profit organizations in Los Angeles and is a member of the Los Angeles chapter of the Association for Corporate Growth. Eric received a B.A. in Economics and a B.A. in Government from Claremont McKenna College.