Founder / Wealth Strategy Advisor

Eric has over 15 years of experience, both in private wealth management and as an analyst building financial products. 

He is a Chartered Financial Analyst (CFA). The CFA is “the gold standard” of finance worldwide, according to The Economist.

He is also a Certified Financial Planner™ (CFP™) and a Chartered Alternative Investment Analyst (CAIA).

Outside of MARGIN

Eric has taught CFP™ investment courses at a Colorado University. Served on the Englewood, Colorado Firefighter Pension Board, and CFA Colorado Board.