During a recent trip to New York City for an investment event, I got an insider’s look at the New York Stock Exchange and even landed a TV “appearance” on CNBC’s Closing Bell!
The “Fearless Girl” directly faces the New York Stock Exchange. I love this statue!
Where CNBC’s Jim Cramer tapes Mad Money…
CNBC taping of the Closing Bell and where I made my TV “appearance”…
The historic Board Room on the 6th floor of the New York Stock Exchange was our meeting room as we were provided updates on the financial markets and different investment strategies…
This historic clock from 1867 in the Board Room was on the first permanent NYSE trading floor to help facilitate trading times…
I also spent time at the Cipriani on Wall Street for dinner and discussion that included Kellyanne Conway (former senior counselor to President Donald Trump) and Gina Raimondo (Co-Chair & CEO of RAISE U.S. and former Secretary of Commerce). In the past, the Cipriani had housed the New York Merchants’ Exchange and the New York Stock Exchange.
Investment Consultant | Portfolio Manager | Wealth Advisor
Eric is a member of the Larson Financial investment committee and provides private wealth management services through Intrua Financial.
A passionate advocate for financial literacy, Eric also develops multimedia educational courses and market insights designed to demystify complex investment concepts for individual investors.
Prior to his current roles, Eric served as a Senior Portfolio Analyst and Vice President at Robert W. Baird, and previously as a Mutual Fund Specialist at U.S. Bancorp Fund Services.
He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Eric earned his Master of Business Administration with a specialization in Finance from Marquette University, graduating with honors, and holds a Bachelor of Business Administration from the University of Wisconsin–Madison.