Senior Vice President,

Business Development

GeoWealth

As part of GeoWealth’s senior leadership team working on behalf of ChangePath, Eric is responsible for refining ChangePath’s turnkey asset management platform (TAMP). He provides general oversight of the platform, including ongoing refinement and enhancements, as well as asset acquisition.

Throughout his career, Eric has developed an expansive background in the financial services industry, gaining leadership experience, management practice and global marketing exposure.

Prior to joining ChangePath and GeoWealth, Eric held a variety of investment consultant positions within the financial services industry, including the launch of a third-party marketing firm where he sourced and distributed niche money managers to large institutions, running territory client acquisition for a major financial institution and heading national distribution for cutting-edge unified managed account provider.

Early on, Eric developed his leadership and management skills outside of the financial industry. His background includes global oversight of corporate relationships and new media for Colorado’s winter sports trade organization, as well as new media sales and product integration at the Denver Newspaper Agency, the company in charge of the Denver Post and Rocky Mountain News.

Eric brings more than two decades of experience to ChangePath and GeoWealth in various capacities, having served companies such as Eternity Capital, LLC, GlobalBridge, Norwood Partners, AIG Valic and Janus Capital.

Eric earned his bachelor’s degree from Colorado State University and still resides in the Denver area. He enjoys spending time with his family, volunteering with local youth organizations and being an active North Boulder Little League board member. He is an outdoor enthusiast, and when not volunteering, is an avid biker and skier.