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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
One Maritime Plaza Suite 650, San Francisco, CA 94111 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
Investment Committee Member (non-trustee) with the Macarthur Foundation. It is a private foundation with in-house investment team; it manages approximately $9 billion. It is investment related. It is in Chicago, IL. The role started on 12/10/2018. Eric spends about 1 hour a month on this. Eric spends about 1.5-2 hours per quarter during securities trading hours. The organization is not a client of Pathstone. To Eric's knowledge, the affiliation will not raise or be perceived as a potential conflict of interest. Eric is an Investment Committee member and works on governance and oversight. No compensation is expected.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
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