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Eric is a member and investment counselor who has been working with families for nearly three decades. Before joining Marble Harbor, Eric was a Vice President at Welch & Forbes in Boston. There he acted as trustee and portfolio manager to multiple generations of a number of families. Prior to Welch and Forbes, Eric managed portfolios at David Wendell Associates in Portsmouth, New Hampshire, where he was a principal and Director of the firm.
Before establishing a career as a portfolio manager and fiduciary trustee, Eric was an equity analyst with the U.S. division of Sun Life of Canada in Wellesley, Massachusetts. There he worked directly with a senior portfolio manager evaluating and recommending investments in various industries, such as telecommunications, electronics and consumer products. Prior to working at Sun Life of Canada, Eric spent several years with Coopers & Lybrand in Boston, where he was a consultant in the firm's Financial Advisory Services Group. Early in his career, Eric spent five years with Loring, Wolcott & Coolidge in Boston.
Eric graduated from Occidental College with an A.B. in Economics and from the F. W. Olin Graduate School of Business at Babson College with an M.B.A. He has completed course work on "Building Trust Expertise" with the American Bankers Association and is an active trustee for several families and individuals. He is a member of the Boston Security Analysts Society and the CFA Institute. Eric also sits on the investment committee of the Louisa May Alcott Memorial Association in Concord, MA. Eric is a board member of the Louisa May Alcott Memorial Association in Concord, MA. He is past President and Chairman of the Charles R. Blyth Fund.
When not working with clients, Eric is busy raising four children with his wife. He enjoys skiing, biking and kayaking with his family.
Eric focuses his research efforts on the Healthcare, Telecommunications and Utilities sectors.