Founder / Wealth Strategy Advisor

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

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

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 and served on the Englewood, Colorado Firefighter Pension Board and the CFA Colorado Board.