Eric joined Rocco & Associates at the advent of 2013; bringing with him over 12 years’ experience in the financial services industry and an MBA in Business Management from the John F. Welch School of Business at Sacred Heart University. However, his financial education dates back to holiday dinners on Long Island with a family that lived and breathed Wall Street. As a young man of twelve he was given G.C. Selden’s classic “The Psychology of the Stock Market” and not only did he read the 100 year old tome cover to cover, but from then on he was drawn to the industry. After graduating with a Bachelor of Arts degree in Economics/History, Eric worked his way from salesman to assistant vice president with Prudential Financial and Citigroup Asset Management. He left the industry in 2005 to pursue his lifelong dream of owning his own business, but the financial services industry drew him back after he sold it. As COO, Eric works tirelessly to craft the firm’s message and make sure it is heard loud and clear by existing clients, potential prospects and the surrounding community at large. He also is a member of the firm’s executive committee, responsible for the day to day governance, and the investment committee. Eric resides in Fairfield with his wife Debbie and their two children EJ and Ruthie. He is active in the Fairfield community volunteering as both a baseball and basketball coach, a current board member of the Friends of the Bigelow Center for Senior Activities, a commissioner on the town’s Shellfish Commission and a frequent volunteer at the Connecticut Food Bank. When not assisting clients or spending time with his family or in the community, you can find him on just about any body of water from Maine to Montana with a fly rod in his hand.
Get to Know Eric...
Favorite part about working at R&A: Educating and empowering clients about financial planning
Favorite thing to do outside of work: Anything outdoors
What I enjoy most about what I do: Making a real impact on our client’s financial futures
Biggest challenge: Striving to constantly exceed our client’s expectations
Quotation: "The long run is a misleading guide to current affairs. Economists set themselves too easy, too useless a task if in tempestuous seasons they can only tell us that when the storm is past the ocean is flat again" -John Maynard Keynes
TV Show: Turn: Washington's Spies
Music: Anything with a good beat
Sports Team: Mets, Rangers