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Education

Rutgers Business School

MBA- Marketing- Market Research, Optimization- Rutgers Business School

Specialization:

Financial Advisor; Wealth Advisor; Finance; Investment Advisor; Account Management; Client Relationships; Retirement Solutions; Personal Trust; 401K; IRA; Education Planning,; Business Management; Personal Wealth; Life Planning; Investment Products; Investment Tools; Marketing

Biography

Eric Lathrop is the Senior Wealth Advisor for Insight Private Advisors. He brings a wealth of experience and knowledge to his role as a financial advisor. His background in product management and finance enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Eric works to help clients develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning. His previous work history includes working with Morgan Stanley as a Financial Advisor. In this role he provided financial planning, investment management and brokerage services for individuals and companies to protect and grow their investable assets through Morgan Stanley Smith Barney, a global financial services firm and a market leader in securities, asset management and credit services. Eric also worked for18 years with AT&T as Group Director of VoIP Product Management. He developed and launched AT&T's award-winning consumer VoIP offering. AT&T Inc. is a premier communications holding company with a powerful array of network resources that includes the nation’s fastest 3G network, wireless, Wi-Fi, mobile broadband, high speed internet and voice services.

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Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Vice President
Service Software
Information Technology and Services
Denver,
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Professor
Lund University
Packaging and Containers
Molnicke, Texas
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
OPERATIONS MANAGER
CNS INTERNATIONAL
Human Resources
Wickatunk, NJ
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Wickatunk, NJ
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Consulting
Plymouth, Minnesota
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, Minnesota
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, Minnesota
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, NY
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
Foreign Service Officer
USAID
Government Administration
Washington, DC
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, DC
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
CIO
Seal Industries
Oil & Energy
Ennis, TX
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, TX
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, Nebraska
CDO
Hanson Design
Marketing and Advertising
Philly, PA
President
Southeastern Bible College
Education
Birmingham, Alabama
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, Colorado
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Director
Juniper Networks
Telecommunications
Denver, CO
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
EVP, Chief Credit Officer
Bluestem Group Inc.
Education
Chaska, MN
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
Owner/Principle
McGrath Media Productions
Writing and Editing
San Antonio, TX
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, TX
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Managua, TX
Principal
Avison Young
Real Estate
Vancouver, TX
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Managing Partner/Shareholder
Sacks Tierney P.A.
Hospital & Health Care
Pasadena, CA
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, CA
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Marketing Director
Metro S.A.
Retail
Athens,
Partner
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Law Practice
Topeka, Kansas
Senior Advisor
Sykehuspartner HF
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Aviation & Aerospace
Arcola, TX
Owner
Mutual Tool & Design Co
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Highland, MI
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, MI
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Vice President, Quality, Research & Measurement
URAC
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Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
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VP, Application Manager
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Wells,
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Medical Practice
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Engineering Director
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Construction
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Senior Litigation Partner at the Firm
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Law Practice
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Management Consulting
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President
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Consulting
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International Affairs
Atlanta,
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FILM AND TELEVISION PROFESSIONAL
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The Hague,
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Writer / Producer / Director / Editor
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Jenkintown, PA
Senior Vice President/Retail Market Executive
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Director of the Faculty of Actuarial Sciences
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Reader in Restorative Dentistry
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Chairman & CEO
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Managing Member
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South Eats Everett, WA
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YTI Career Institute
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Agency Director
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Writer
Self
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General Counsel, Secretary
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Legal Services
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Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, NY
President
Lake-Sumter State College
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Head of Training and Research Modular Service Coordination
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President
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Adjunct professor
Ana G. Mendez University
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Managing Partner
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ESC Pacific, Inc
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Business Owner / Coach
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Professor of Chaplain Ministries
Columbia International University
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Blythewood,
Attending Radiation Oncologist
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Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
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Cepo, CA
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, CA
Operations Development Director EMEA
Bacardi
Wine and Spirits
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Gynecologic Sonologist
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Chairman
Refoudning a Bold America
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Professor
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Research
San Pedro, CA
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Redwood City, CA
Professor Emeritus (Pharmaceutics)
Creighton University
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Santa Fe, New Mexico
Executive Vice President, Operations
WD SEMI LLC
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Durango, CO
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, CO
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Vice President of Marketing and Communications
Maguire Associates
Westford,
Commissioner
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Government Relations
Washington, DC
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
Consultant
Istiklal Hosital
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Professor of Molecular Neurobiology
King's College London
Accounting
London,
Shareholder
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Law Practice
Apopka, Florida
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
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Reasearch Associate
University of Maryland
Research
College Park, Maryland
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
CEO / Founder
easy associates, Inc.
Professional Training & Coaching
Baltimore, MD
Volunteer
Family Violence Appellate Project
Law Practice
Baltimore, MD
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
cfo
benlee
Renewables & Environment
Romulus, MI
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Romulus, MI
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, OH
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
Regional Director
AIA Group
Insurance
Singapore, CA
Principal
Inside Source
Furniture
San Leandro, California
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Mental Health Care
Cape Coral, FL
Chief Information Officer
Bolder Healthcare Solutions
Mental Health Care
Los Angeles, CA
Chief Information Officer
Bolder Healthcare Solutions
Architecture & Planning
Chesterfield, CA
Chief Information Officer
Bolder Healthcare Solutions
Architecture & Planning
East Quogue, NY
Chief Information Officer
Bolder Healthcare Solutions
Translation and Localization
Colchester, NY
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Health, Wellness and Fitness
North Adams, MA
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, MA
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Director
Khansaheb Civil Engineering
Construction
Dubai, CT
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
General Manager
Gaman Consulting
Management Consulting
La Molina, WA
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, WA
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Environmental Services
Park City, UT
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Grand Rapids, MI
Managing Partner
ConnorsO'Dell LLP
Staffing and Recruiting
Exton, PA
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Think Tanks
Joliet, IL
Managing Partner
Providica Medical LLC
Hospital & Health Care
El Paso, Texas
Managing Partner
Providica Medical LLC
Information Technology and Services
Milburn, NJ
Managing Partner
Providica Medical LLC
Information Technology and Services
Alexandria, VA
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW, VA
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Internal Auditor
SuKarne
Food Production
Mexico City, FL
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
President
Bellwether Design LLC
Design
Tulsa, AZ
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
Accountant
MZ SERVICES
Accounting
Pasadena, California
Director
XTid Associates ltd
Architecture & Planning
London,
President
KHovnanian Southern California
Real Estate
London, CA
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
President and CEO
Compliance Matters LLC
Financial Services
New York,
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
President
Thermistors Unlimited
Management Consulting
St. Mary's, PA
President & Chief Technologist
White IEQ Consulting
Midland,
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, NY
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, MO
Program/Project Manager
Technology Industry Professional Services LLC
Entertainment
Lexington, SC
Chairman
Oldbridge Invest LLC
Investment Management
Aub Dhabi,
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
Production Division Director
US GOV
Facilities Services
FPO AE, CA
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, CA