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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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Physik Instrumente (PI) GmbH & Co. KG
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Karlsruhe,
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, Texas
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Principal
Inside Source
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Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, California
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Saul Paulo, California
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
President
Lake-Sumter State College
Higher Education
Lessburg,
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Lessburg,
President
TRACIP
Consumer Services
Messein,
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Professor
Tecnológico de Monterrey
Research
San Pedro, NY
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Director
Khansaheb Civil Engineering
Construction
Dubai, California
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, Hawaii
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
President & Chief Technologist
White IEQ Consulting
Midland,
Managing Consultant
Meant Projects
Management Consulting
Staffordshire,
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, Florida
President
The Blasket Group
Management Consulting
Chadds Ford, PA
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, Colorado
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
President and Medical Director
Advanced TMS & Biobehavioral Centers
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Orange, CT
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
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Attorney
Storer & Miner, PLLC
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Middletown, Idaho
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Engineering Director
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Construction
San Jose,
CEO / Founder
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Construction
Baltimore, MD
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
FILM AND TELEVISION PROFESSIONAL
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Entertainment
Port Coquitlam, BC
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
CEO and Practice Manager
Northeastern Anesthesia
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Kisco, NY
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
President
SUNY Broome Community College
Higher Education
Binghamton, NY
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Accountant
MZ SERVICES
Accounting
Pasadena, California
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, CA
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
VP, Application Manager
TD Bank
Banking
Wells,
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Attending Neurologist and Senior Clinical Neurophysiologist
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Medical Practice
Amsterdam,
Retired Warden
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Government Administration
Franklinton, NC
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Gynecologic Sonologist
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Great Neck, NY
Founder/CEO
Affordable Furniture Mfg. Co.
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Management Consulting
Highgate, London,
Senior Vice President/Partner
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Wickatunk, NJ
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
cfo
benlee
Renewables & Environment
Romulus, MI
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
SVP and Chief Medical Officer
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Omaha, Nebraska
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Partner
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Law Practice
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Executive Director LAC
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Concert Pianist and Conductor
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Philanthropy
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Real Estate Broker/Partner
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VP & General Counsel
Project Management Institute
Non-Profit Organization Management
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Senior Adviser, International Affairs
US DOJ-ATF
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Washington, DC
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CEO
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Houston, TX
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High Tech Innovations, LLC
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Senior Associate Athletic Director
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Education Management
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Colorado Springs, CO
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Religious Institutions
Los Angeles, CA
Attorney
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Legal Services
St. Charles, MO
Senior Specialist, Evaluation & Impact
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Long Island City, New York
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Instructor in Pathology (former); Psychologist (current)
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Cape Coral, FL
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Symbionce LLC
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Cleavland, Tennessee
Of Counsel
Lombino Martino Law Firm
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Tacoma,
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Managing Partner
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San Jose, CA
Managing Partner
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Business Owner / Coach
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Regional Director; Citrus & Hernando Counties
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CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, Virginia
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, Virginia
Consultant
Istiklal Hosital
Medical Practice
Jordan, Virginia
Company Director
Fetchapet
Translation and Localization
Colchester, Virginia
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Writer
Self
Writing and Editing
Montibello, NY
Reasearch Associate
University of Maryland
Research
College Park, Maryland
Chairman and CEO
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Research
Northbrook, IL
CEO
IMMERGE
Marketing and Advertising
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Human Resources
Scotland, Colorado
Group CEO
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Aub Dhabi,
Group CEO
Al Nahdha Investment Group
Non-Profit
Kitchener Ontario,
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Production Division Director
US GOV
Facilities Services
FPO AE, New Jersey
President
Southeastern Bible College
Education
Birmingham, Alabama
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
CIO
Seal Industries
Oil & Energy
Ennis, TX
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, TX
Marketing Director
Metro S.A.
Retail
Athens,
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW,
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar,
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
President
KHovnanian Southern California
Real Estate
Joliet, CA
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Joliet, CA
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Joliet, CA
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, CA
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Chairman
Refoudning a Bold America
Biotechnology
Cloral Gables, CA
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, CO
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Internal Auditor
SuKarne
Food Production
Mexico City, MD
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
Director
Juniper Networks
Telecommunications
Denver, CO
President and CEO
Compliance Matters LLC
Financial Services
New York,
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca,
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
President
GAL Power Systems
Machinery
Toronto, Ontario
Director
XTid Associates ltd
Architecture & Planning
London,
Regional Director
AIA Group
Insurance
Singapore,
General Manager
Gaman Consulting
Management Consulting
La Molina,
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Military
Plumas Lake, CA
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
San Antonio, FL
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo, FL
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, PA
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Owner/Principle
McGrath Media Productions
Financial Services
San Antonio, TX
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, TX
Senior Advisor
Sykehuspartner HF
Stabekk,
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Vice President of Marketing and Communications
Maguire Associates
Westford,
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek,
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield,
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Banking
North Adams, MA
EVP, Chief Credit Officer
Bluestem Group Inc.
Banking
Chaska, MN