Eric N. Marquardt, CFA®, CFP®

Vice President

  • Focus: Managing client relationships
  • Education: Master of Business Administration, Northwestern University Kellogg School of Management and Bachelor of Science, United States Naval Academy
  • Certifications: Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ professional

Eric serves at the intersection of two ever-changing landscapes: client lives and financial markets. With more than a decade of experience in the business of people, he’s excited by the prospect that everyone he connects with has a unique story and their own perspective on life and definition of success.

He’s similarly intrigued by the complexities of financial markets and humbled by the realization that even the brightest minds in the industry can only hypothesize at future risk and return. He maintains substantial analytical horsepower without overtaking the simplicities of open, honest and comfortable conversation.

Eric is fortunate to serve some of the firm’s most sophisticated family and institutional clients, facilitating custom investment strategies, multi-generational wealth transfer, complex charitable giving and business planning.

A Dublin resident, Eric holds a Bachelor of Science in mechanical engineering from The United States Naval Academy at Annapolis and an MBA with a concentration in finance from Northwestern University’s Kellogg School of Management.  He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional.

The mission is the same

In a former life, I worked for an organization that ingrained the ideals of teamwork, integrity and service into my core. As a leader, the mission was simple: Take care of your people.

As an Advisor, the subject matter may be different, but the principles and human element endure. I value my integrity above all else, and our clients come first—always.