Eric is a Vice President with Evergreen Advisors Capital. Eric has significant experience advising clients on a variety of engagements including, but not limited to, mergers and acquisitions, management buy-outs, and strategic growth initiatives. His industry experience includes business services, industrial technology, distribution, and software. Prior to joining Evergreen Advisors, Eric was an Associate at Janney Montgomery Scott where he worked on their Business Services team. Before Janney, Eric helped launch Insphere Capital, a concentrated long/short hedge fund, where he worked as an Analyst supporting capital allocation for a $30M portfolio.
He holds the Series 79, Investment Banking Representative, General Securities Principal License, and the 63 Uniform Securities Agent License.
Eric earned a Bachelor of Sciences and Business Administration degree in Finance, with a minor in Economics from the Harmon College of Business and Professional Studies at the University of Central Missouri.