Eric is a managing director in the Los Angeles office. He has nearly 20 years of experience advising wealthy individuals, families, foundations, and endowments on a variety of tax, estate planning, investments, and business matters. Eric leads a team of wealth management professionals who specialize in asset management, private banking and lending, trust and fiduciary management, and estate planning.
Prior to joining Abbot Downing in 2014, Eric worked at the Century City office of Merrill Lynch’s Private Banking and Investment Group where he served as a trust specialist. Eric has broad expertise in estate and gift taxation, as well as designing charitable trusts.
Eric earned his master’s degree in the laws of taxation from Loyola Law School. After earning a bachelor of arts degree in pre-law from Michigan State University, he earned a juris doctorate from Southwestern University School of Law and passed the California Bar examination on his first attempt. He is a SAFE-registered mortgage loan originator (NMLSR ID 1215237).
Eric lives in the San Fernando Valley with his wife and two children. Eric is on the Board of Directors of the Starlight Children’s Foundation, and he previously served as president of the Los Angeles Estate Planning Council. Eric enjoys playing tennis and competing in both singles and doubles tennis tournaments.