Eric Colella works with high net worth individuals and companies to help solve their financial needs, from wealth accumulation to retirement solutions. His extensive experience of 37 years in the financial arena provides the background necessary to help guide his clients in an extremely volatile environment. Eric has also supervised and mentored many financial professionals and has extensive knowledge in suitability and compliance issues.
Eric’s technology skills allow him to create investment plans that are designed to mitigate risk with the use of non correlated assets and product selection within their investment profiles.
Education
Queens College - Computer Science Major
Professional Designations, Affiliations, Licenses and Registrations
Series 4, 7, 24, 63 and 66 Securities Registrations
Life, Health and Accident Insurance Licenses