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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

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