Eric joined the firm in 2025 as an Operations Specialist, providing behind-the-scenes operational support to the team. His focus includes reconciling data in preparation for client meetings and verifying transactional data.

Prior to Clifford Swan, Eric worked on the investment operations team for a firm with $3.3 billion in assets under management. His responsibilities included account administration, trade settlement procedures, preparing investment performance reports using portfolio accounting software, and partnering with the compliance officer on regulatory filings.

Outside of the office, Eric enjoys friendly competition through a recreational soccer league, music sessions with his alto saxophone, trying new restaurants, and spending time with friends and family.