Eric Sneider
We invest your money the same way we invest ours.

Eric Sneider joined the firm in 1998 and became a principal in 2002. He holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and a Bachelor’s degree in Economics and Finance. He is an active member of the CFA Institute, the CFA Society Boston and the National Association for Personal Financial Advisors (NAPFA).  Eric got his start in the financial industry working for a large Boston-based mutual fund company where he focused on the resolution of client related issues and problems.