Wealth Management Expert
Director, Business Services
Eric oversees Northern Trust’s national strategy for advising business owners and their families. He has more than 15 years of experience advising clients in his capacity as legal counsel, financial advisor, board member and corporate trustee. During the course of his career, Eric has worked with clients on a variety of business issues, including financial analysis and valuation, legal analysis and contract negotiation, pre-transaction planning, mergers and acquisitions, corporate governance and succession planning.
Prior to joining Northern Trust, Eric was the Head of Advice, Planning and Fiduciary Services at BNY Mellon Wealth Management where he was responsible for overseeing global wealth advisory, fiduciary services, and the national practice areas for business owners and family law. Prior to BNY Mellon, Eric served as Head of Trusts & Estates Specialty Assets at J.P. Morgan, where he oversaw a team of asset management professionals managing client investments in real estate, oil and gas, and closely held businesses. Prior to J.P. Morgan, Eric was a Director in the Mergers and Acquisitions Group at Barclay’s Investment Bank and an associate in the Mergers and Acquisitions Group at Skadden, Arps, Slate, Meagher & Flom.
Eric received his bachelor’s degree from Columbia University and law degree from Harvard Law School. He is a member of the New York Bar.
Eric is the prior President of the National Trust Closely Held Business Association.