Eric Castillo is a seasoned technology executive currently serving as Chief Technology Officer at Wealthspire Advisors since July 2024. Previously, Eric held the position of Chief Information Officer at LionTree LLC from June 2021 to June 2024 and served as Chief Technology Officer at both Dynasty Financial Partners and Stelac Advisory Services LLC during respective tenures from April 2019 to June 2021 and October 2007 to March 2019. Prior to their technology-focused roles, Eric gained experience as a Research Assistant at Caribbean Oncology and as a PE Analyst at Advent-Morro Equity Partners. Eric's early career included positions as a Financial Advisor in PWM at Morgan Stanley and in Institutional Sales and Trading at Lehman Brothers. Eric is an alumnus of Harvard University, where studies were completed from 1993 to 1997.
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