Eric is a Managing Director of Petra Capital Properties and a Registered Representative of Patrick Capital Markets. He works with accredited and qualified 1031 exchange investors as well as third party channel marketing partners to offer access to institutional-quality, passively owned, income producing properties. He has deep knowledge of the 1031 exchange process as well as securitized real estate investments, including Delaware Statutory Trust (“DST”) offerings.
Eric operates with a “mission-first” investor focus that personalizes portfolio construction for optimal risk management and diversified income streams. Investors with highly appreciated real estate can benefit from his expertise as he carefully plans each 1031 investment portfolio to match their risk tolerance and investment objectives. He works closely with clients on an individual basis to ensure maximum transparency and collaboration in order to successfully allocate their exchange capital and manage the closing process.
Eric entered the financial services industry in 1985 and has over 30 years’ experience working as a financial advisor and securities wholesaler to the wirehouse and broker-dealer communities. Over the course of his broad career, he has served in a senior sales and business development executive capacity with some of the industry’s most prestigious and innovative firms, including: J.P. Morgan Asset Management, Inc., Wells Fargo, Piedmont Capital Distributors, LLC, and Paine Webber, Inc.
Eric maintains FINRA Series 7 and Series 63 licenses. A highly effective communicator, he frequently conducts educational and training programs for individual accredited investors and financial professionals. Eric and his wife reside in New York’s Upper Hudson Valley. When he is not traveling around the country as a Petra representative, Eric’s pastime is spent pursuing his love for music, cooking, and fly-fishing.