Eric Fishman

Eric Fishman Email and Phone Number

Founding Partner at Key Client Fiduciary Advisors @ Key Client Fiduciary Advisors
fairfield, new jersey, united states
Eric Fishman's Location
Fairfield, New Jersey, United States, United States
Eric Fishman's Contact Details

Eric Fishman work email

Eric Fishman personal email

n/a
About Eric Fishman

I graduated from Boston University in 1984 with a degree in Business Administration and received a master’s degree in Military History in 2016 from Norwich University. I began my career at Merrill Lynch in 1984 and then founded Key Client Financial Advisors in 2004 and Key Client Fiduciary Advisors in 2018. I take pride in developing relationships with each of my clients by offering a holistic approach to professional investing. I have also been an adjunct professor of Economics/Finance at William Paterson University and an adjunct professor of History at various institutions.

Eric Fishman's Current Company Details
Key Client Fiduciary Advisors

Key Client Fiduciary Advisors

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Founding Partner at Key Client Fiduciary Advisors
fairfield, new jersey, united states
Website:
keyclientfa.com
Employees:
5
Eric Fishman Work Experience Details
  • Key Client Fiduciary Advisors
    Founding Partner
    Key Client Fiduciary Advisors Oct 2018 - Present
    Fairfield, Nj
    Key Client Fiduciary Advisors is an independent, full-service investment planning practice that acts as a fiduciary by providing clients with solutions that are in their best interests. My fellow founding partner and I have a combined 70 years of Wall Street experience and a philosophical belief in “Main Street Values.” We offer our clients a wealth of investment knowledge and a historical perspective to investment planning. We utilize research from many of the top firms and can provide our clients with access to individual stocks and bonds as well as investments from a wide array of money management, mutual fund, annuity, and insurance providers. As fiduciaries, on behalf of our clients, we hold to ourselves to the highest standard of conduct and are committed to the highest level of ethical behavior and transparency.
    View
  • Key Client Fiduciary Advisors
    Branch Manager / Financial Advisor
    Key Client Fiduciary Advisors Jan 2004 - Present
    Fairfield, Nj
    Branch Manager / Financial Advisor / Member
    View
  • Smith Barney
    Senior Vice President
    Smith Barney Jan 1995 - Jan 2004
    Little Falls, Nj
    Financial Advisor
  • Merrill Lynch
    Senior Vice President
    Merrill Lynch Jan 1985 - Jan 1995
    Wayne, Nj
    Financial Advisor
    View

Eric Fishman Skills

Portfolio Management Investment Advisory 401 Retirement Savings Plans Investment Management Adjunct Professor History Financial Planning Corporate Benefits 401k Business Insurance Workers Compensation Wealth Management Educational Savings Plans College Funding Strategies Data Analysis Trend Analysis Retirement Planning Recruiting Investment Advisory Services Strategic Asset Allocation Investments Financial Analysis Leadership Management

Eric Fishman Education Details

Frequently Asked Questions about Eric Fishman

What company does Eric Fishman work for?

Eric Fishman works for Key Client Fiduciary Advisors

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

Eric Fishman's current role is Founding Partner at Key Client Fiduciary Advisors.

What is Eric Fishman's email address?

Eric Fishman's email address is ef****@****tfa.com

What schools did Eric Fishman attend?

Eric Fishman attended Norwich University, Boston University.

What are some of Eric Fishman's interests?

Eric Fishman has interest in Military History, Golf, Sports.

What skills is Eric Fishman known for?

Eric Fishman has skills like Portfolio Management, Investment Advisory, 401 Retirement Savings Plans, Investment Management, Adjunct Professor History, Financial Planning, Corporate Benefits, 401k, Business Insurance, Workers Compensation, Wealth Management, Educational Savings Plans.

Who are Eric Fishman's colleagues?

Eric Fishman's colleagues are Christian Garces, Aif, Chris Thomasian.

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