As a Tax Manager at The Colony Group, Eric is responsible for tax and wealth transfer planning for our clients. He prepares and reviews tax returns for individuals, trusts, estates, pass-through entities, and private foundations.
Previously, he was a senior associate for PricewaterhouseCoopers LLP’s Personal Financial Services practice, where he provided tax planning, consulting, and compliance services for large family dynasties, high-net-worth individuals, politicians, and foreign nationals subject to U.S. taxation.
Eric earned his Bachelor of Science degree in Business Administration from Northeastern University. He is also a Certified Public Accountant.
Outside of the office, he enjoys frequenting trivia and board game nights around Cambridge and Somerville, and attends movie screenings at the Brattle Theater. On weekends in the summer you’ll find Eric at his family’s cabin in Maine.