As one of the founders of Carpion Private Wealth, Eric brings nearly two decades of high-level experience managing wealth for multi-generational families, corporate executives, business owners, physicians and medical practices. Eric was formerly a Senior Portfolio Manager, Alternative Investments Director, and Managing Director at Morgan Stanley Wealth Management, where he led a veteran team of financial advisors, providing highly customized financial solutions. He is responsible for overseeing Carpion’s Wealth Management Process, in-depth financial planning, and global market research. Like his team of colleagues, his desire to work alongside clients to build and protect wealth aligns perfectly with Carpion’s core values framework.

Eric earned a BBA in Finance, cum laude, from The University of Texas and is a member of The Institute for Preparing Heirs, an organization dedicated to coaching high net worth families through wealth transition.