Eric Dexter guides a team of professionals who provide comprehensive wealth management services to families around the country. His area of focus for the team is in asset management. He drives the team's investment thesis and oversees equity research, investment manager selection and portfolio construction. He is the author of numerous articles and shares his thoughts directly with clients, and through written commentary. Individuals, institutions and non-profits have sought out Eric's expertise for over two decades.Personal and business portfolio construction and management. Retirement Planning, College Planning, Estate Investment Planning, Investment Planning, Business Planning, Retirement Plans.Opinions and comments expressed by LinkedIn Members are those of the person submitting them and do not necessarily represent the views of the creator of the profile or their firm.
Listed skills include Investments, Retirement Planning, Asset Allocation, Investment Strategies, and 12 others.