Eric Nahat Email & Phone Number

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of Investments, Eric leads Synergy’s Investment Committee and consults on portfolios with a focus on economic analysis and security selection.Previously, Eric worked for J.P. Morgan Private Bank where he assisted with high-net-worth families and institutions to monitor investment portfolios, model wealth projections, and provide investment solutions for their clients. He holds the Series 7, 63 and 65 licenses as well as Life, Health, and Variable Annuities Insurance licenses. He has a master's degree in business administration from the University of Michigan, where he also earned a bachelor's degree in economics.Eric lives in Ann Arbor, Michigan with his wife, two daughters, and Portuguese Water Dog. He enjoys being involved in the community and is a member of the New Day NEXT Leadership Council, a group helping to improve the lives of Michigan cancer patients and their families. Eric also mentors University of Michigan students and is involved with Michigan High School DECA. He loves to spend his free time traveling the world, tasting the newest local cuisine, and playing various sports, most notably hockey and golf.For additional information and disclosures please visit: https://synergycapitalsolutions.com/

Listed skills include Economics, Entrepreneurship, Data Analysis, Microsoft Excel, and 13 others.