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Eric joined United Planners in May of 2019. He has been specializing in the alternative investments field since 2011. Eric came to us from Ascendant Capital, where he was VP of Due Diligence and spent most of his time at Cole Capital in their due diligence area. He has an MBA from the Thunderbird School of Global Management and a BS in Finance from ASU. He holds an S7 and a Chartered Alternative Investment Analyst (CAIA) certification. Prior to the securities industry, he held various financial analyst roles at AAA, Pepsi, Medtronic and Fastidious Financial.