As one of the founders of Carpion Private Wealth, Eric brings nearly two decades of high-level experience managing wealth for multi-generational families, corporate executives, business owners, physicians and medical practices. Eric was formerly a Senior Portfolio Manager, Alternative Investments Director, and Managing Director at Morgan Stanley Wealth Management, where he led a veteran team of financial advisors, providing highly customized financial solutions. He is responsible for overseeing Carpion’s Wealth Management Process, in-depth financial planning, and global market research. Like his team of colleagues, his desire to work alongside clients to build and protect wealth aligns perfectly with Carpion’s core values framework.