Eric is an integral member of the operations and client service team for the firm’s Wealth Management Private clients. He is responsible for the day-to-day management of the Operations team, and also for the strategic direction of the Department including items such as identifying and implementing tech developments, initiatives to control expenses, employee development, and implementation of new processes. Prior to joining SKK, Eric served four years as a US Army officer, serving two separate tours to Iraq. Upon transitioning from military service, Eric served as a Senior Consultant for Booz Allen Hamilton working in support of the Department of Defense, after which Eric transitioned industries and spent several years working in logistics as both a planner, and senior manager for The Home Depot. Eric’s diverse professional background provides a unique prospective in helping drive various firm initiatives. Eric attended Siena College where he received a degree in Economics.
John is the Manager of Portfolio Administration and ensures the quality and accuracy of the firm’s portfolio accounting data and performance reporting. John has more than 17 years of experience in the financial services industry in both operations and client service. He joined SKK from Athena Capital Advisors where he was responsible for portfolio accounting operations. Prior to Athena Capital Advisors, John was at Fidelity Investments and provided operational support and subject matter expertise in the roll-out of new systems for the family office group. He also formerly held a number of roles at State Street Bank covering data reconciliation, trading, and client service. John holds a B.S. in Business Administration from the University of Massachusetts Lowell and a Master of Liberal Arts in Finance from the Harvard University Extension School.