Eric Cardenas

Eric Cardenas Email and Phone Number

Managing Director - Carpion Private Wealth @ Carpion Private Wealth
Eric Cardenas's Location
Dallas-Fort Worth Metroplex, United States
Eric Cardenas's Contact Details

Eric Cardenas personal email

n/a
About Eric Cardenas

As one of the founders of Carpion Private Wealth, Eric brings nearly two decades of high-level experience managing wealth for multi-generational families, corporate executives, business owners, physicians and medical practices. Eric was formerly a Senior Portfolio Manager, Alternative Investments Director, and Managing Director at Morgan Stanley Wealth Management, where he led a veteran team of financial advisors, providing highly customized financial solutions. He is responsible for overseeing Carpion’s Wealth Management Process, in-depth financial planning, and global market research. Like his team of colleagues, his desire to work alongside clients to build and protect wealth aligns perfectly with Carpion’s core values framework.

Eric Cardenas's Current Company Details
Carpion Private Wealth

Carpion Private Wealth

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Managing Director - Carpion Private Wealth
Eric Cardenas Work Experience Details
  • Carpion Private Wealth
    Managing Director
    Carpion Private Wealth Mar 2023 - Present
    Texas, United States
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 2005 - Apr 2023
    Disclosures: © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Life insurance, disability income insurance, and long-term care insurance products are offered through Morgan Stanley Smith Barney LLC in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.- NMLS#: 1426096

Eric Cardenas Education Details

Frequently Asked Questions about Eric Cardenas

What company does Eric Cardenas work for?

Eric Cardenas works for Carpion Private Wealth

What is Eric Cardenas's role at the current company?

Eric Cardenas's current role is Managing Director - Carpion Private Wealth.

What is Eric Cardenas's email address?

Eric Cardenas's email address is er****@****ley.com

What schools did Eric Cardenas attend?

Eric Cardenas attended The University Of Texas At Austin, The University Of Texas At Arlington.

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