Eric’s college counselor recommended engineering or financial services as matches for his math skills. He chose the latter and the rest is history.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: Eric has a passion for people, which he channels by helping Lido’s clients and his team members live their best lives personally and professionally. He uses his experience and skillset to advocate and support the Lido team, so they can in turn help families achieve their goals and objectives.
Education: B.B.A., Accounting, University of Wisconsin-Milwaukee
Previous Work Highlights: Eric joined Pegasus Partners in 2019 as Chief Compliance Officer and Chief Operating Officer. He previously worked for Stark Investments where he held roles including Portfolio Finance Analyst and Senior Accountant, then moved on to Senior Business and Operations Analyst at Cortina Asset Management until it was sold.
Personal Facts: Eric is currently the Vice Chairman of the Board of Directors for St. Thomas More High School where he is actively involved in finance and governance capacities. Eric is a proud “Girl Dad” to his three daughters and two dogs, and he enjoys traveling with his wife, Lynn-Marie, golfing, and basketball.
