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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.

more members of the year

Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Professor
Lund University
Packaging and Containers
Molnicke, DC
President
Lake-Sumter State College
Higher Education
Lessburg,
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Writer
Self
Writing and Editing
Montibello, NY
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, Texas
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, Texas
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Marketing Director
Metro S.A.
Retail
Athens,
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Denver, FL
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, FL
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Chairman and CEO
Taylor Capital Group
Financial Services
Northbrook, IL
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, IL
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, IL
Branch Lead
Intelligent Software Solutions
Banking
Colorado Springs, CO
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
President
KHovnanian Southern California
Real Estate
South Eats Everett, CA
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo, CA
Program/Project Manager
Technology Industry Professional Services LLC
Music
Lexington, SC
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
Consultant
Istiklal Hosital
Medical Practice
Jordan, NJ
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, MO
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Medical Practice
Park City, UT
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
President & Chief Technologist
White IEQ Consulting
Midland,
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
North Adams, MA
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, MA
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, MA
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Professor of Molecular Neurobiology
King's College London
Accounting
London,
VP, Application Manager
TD Bank
Banking
Wells,
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
President and CEO
Compliance Matters LLC
Financial Services
New York,
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Executive Director
EDCTP
Research
The Hague,
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
Vice President
Service Software
Information Technology and Services
Denver,
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Vice President of Marketing and Communications
Maguire Associates
Westford,
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
EVP, Chief Credit Officer
Bluestem Group Inc.
Management Consulting
Chaska, MN
Owner/Principle
McGrath Media Productions
Management Consulting
San Antonio, TX
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, TX
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, PA
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
President
GAL Power Systems
Machinery
Toronto, Ontario
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Engineering Director
Edica Ltda.
Construction
San Jose,
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Pacific Palisades, California
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Reasearch Associate
University of Maryland
Research
College Park, Maryland
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
President
Bellwether Design LLC
Design
Tulsa, AZ
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
President
Southeastern Bible College
Education
Birmingham, Alabama
OPERATIONS MANAGER
CNS INTERNATIONAL
Education
Birmingham, Alabama
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, CO
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, CO
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, DIF
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, Kentucky
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
President
TRACIP
Machinery
Messein, TX
Company Director
Fetchapet
Translation and Localization
Colchester, TX
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
cfo
benlee
Renewables & Environment
Romulus, MI
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Director
XTid Associates ltd
Architecture & Planning
London,
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Executive director
Extend-A-Family Waterloo Region
Non-Profit
Kitchener Ontario,
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, FL
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, MA
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Middletown, Idaho
President
Thermistors Unlimited
Civil Engineering
St. Mary's, PA
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
CIO
Seal Industries
Oil & Energy
Ennis, TX
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
General Manager
Gaman Consulting
Management Consulting
La Molina, IL
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, CA
Group CEO
Al Nahdha Investment Group
Investment Management
Aub Dhabi,
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Professor
Tecnológico de Monterrey
Research
San Pedro, Indiana
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
Accountant
MZ SERVICES
Accounting
Pasadena, California
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
CDO
Hanson Design
Marketing and Advertising
Philly, PA
General Counsel
Avasant, LLC
Marketing and Advertising
Los Angeles, CA
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires, NY
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
President
The Blasket Group
Management Consulting
Chadds Ford, PA
Managing Partner
ConnorsO'Dell LLP
Management Consulting
Exton, PA
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Managing Partner/Shareholder
Sacks Tierney P.A.
Management Consulting
Nanaimo, Brtish Colombia,
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW, MD
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Insurance
Singapore, Georgia
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, CA
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, Virginia
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Medical Devices
Humlebaek, Virginia
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche,
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Alcabideleche,
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, FL
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Investment Management
Grand Rapids, MI
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, NY
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, New York
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Foreign Service Officer
USAID
Government Administration
Washington, DC
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Hoepertingen, VLI
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
Director
Juniper Networks
Telecommunications
Denver, CO
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Senior Advisor
Sykehuspartner HF
Stabekk,
Production Division Director
US GOV
Facilities Services
FPO AE,
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
Volunteer
Family Violence Appellate Project
Law Practice
Grapevine, TX
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
Principal
Inside Source
Furniture
San Leandro, California
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
San Leandro, California
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Internal Auditor
SuKarne
Food Production
Mexico City, CT
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Senior Litigation Partner at the Firm
Lerners LLP
Law Practice
London Ontario, Ontario
CEO / Founder
easy associates, Inc.
Law Practice
Baltimore, MD
Chairman
Refoudning a Bold America
Biotechnology
Baltimore, CA
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, PA
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, CT
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
Principal
Avison Young
Real Estate
Vancouver, CA
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, NY
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
Director
Khansaheb Civil Engineering
Construction
Dubai, NC
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,