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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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Glendale, AZ
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
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Cepo, AZ
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, NY
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
Senior Advisor
Sykehuspartner HF
Stabekk,
Engineering Director
Edica Ltda.
Construction
San Jose,
Owner
The Ferris Law Firm
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Denver, Colorado
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Denver, Colorado
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
Regional Director
AIA Group
Insurance
Singapore, NY
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
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Miami, Florida
CEO
Smoothie King Franchise, Inc
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Metairie, LA
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Metairie, LA
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
CDO
Hanson Design
Marketing and Advertising
Philly, PA
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Consultant
Steven A. Horn Consulting
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Nanaimo, Brtish Colombia,
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Chadds Ford, PA
Partner / CMO
EY / Ernst & Young
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Volunteer
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New York, New York
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, New York
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
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North Adams, MA
President
Caribbean Development Bank
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Wildey, St. Michaels, MA
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Production Division Director
US GOV
Facilities Services
FPO AE, CT
Owner
Mutual Tool & Design Co
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Highland, MI
Founder
Chicago Compass Counseling, LLC
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Chicago, Illinois
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LSS Professionals
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ESC Pacific, Inc
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Honolulu, Hawaii
CEO
Azimuth Energy
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Houston, TX
President
SUNY Broome Community College
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Binghamton, NY
Internal Auditor
SuKarne
Food Production
Mexico City, NY
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, NY
Managing Partner/Shareholder
Sacks Tierney P.A.
Higher Education
Eidenburgh, NY
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Executive Vice President, Operations
WD SEMI LLC
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Durango, CO
Director- Principal
Ami Foundation
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Retired Foreign Language Teacher
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Hamilton, OH
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Electrical/Electronic Manufacturing
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Foreign Service Officer
USAID
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Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
CMO & SVP Niche Media
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Chicago, IL
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
Chairman & CEO
O'Shaughnessy Asset Management LLC
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Stamford, CT
Vice President
Service Software
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Director, Retail Accounting
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President and Founder
Tingley Systems, Inc.
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Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
San Antonio, FL
Group CEO
Al Nahdha Investment Group
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President and CEO
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Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
Professor
Lund University
Packaging and Containers
Molnicke, CA
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
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Mexcio City, Nebraska
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, Nebraska
Managing Director
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Attorney
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Belvedere British School - Abu Dhabi
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Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, AZ
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Semiconductors
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Information Technology and Services
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General Studies Instructor / MA and HIT programs
YTI Career Institute
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Clinical Professor of Psychiatry
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Lawyer
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Operations Development Director EMEA
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Chairman
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SVP and Chief Product Officer
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Engineering
Half Moon Bay, CA
Associate Director for Environmental Microbiology (retired)
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Government Administration
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Architecture & Planning
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Managing Director
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SKDUK Asociates Ltd
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Eastrop Highworth,
Retired Warden
Federal Bureau of Prisons
Government Administration
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General Counsel
Resolution Portfolio Management & Oversight, LLC
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Chair, Fine Arts Department
School of Visual Arts
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Executive Director LAC
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Professional Training & Coaching
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SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Principal
Avison Young
Real Estate
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Founder and President
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Commissioner
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Government Relations
Washington, DC
Chairman and CEO
Taylor Capital Group
Government Relations
Northbrook, IL
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
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Greenville, NC
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Banking
Greenville, NC
Marketing Director
Metro S.A.
Retail
Athens,
President
KHovnanian Southern California
Real Estate
Athens, CA
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, VA
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, VA
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
Branch Lead
Intelligent Software Solutions
Financial Services
Colorado Springs, CO
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Fluor Corporation
LaPorte, Texas
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
President & Chief Technologist
White IEQ Consulting
Midland,
Writer
Self
Writing and Editing
Montibello, NY
Entertainer
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Entertainment
Lauderdale by the Sea, NY
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW,
Professor
Tecnológico de Monterrey
Research
San Pedro,
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
President
Thermistors Unlimited
Information Technology and Services
St. Mary's, PA
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, FL
CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, Arkansas
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
VP, Application Manager
TD Bank
Banking
Wells,
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Medical Devices
Park City, UT
President
GAL Power Systems
Machinery
Toronto, Ontario
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Toronto, FL
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, Texas
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Consultant
Istiklal Hosital
Medical Practice
Jordan, MA
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, California
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
President
Lake-Sumter State College
Higher Education
Lessburg,
Professor of Molecular Neurobiology
King's College London
Accounting
London,
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
cfo
benlee
Renewables & Environment
Romulus, MI
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
OPERATIONS MANAGER
CNS INTERNATIONAL
Information Technology and Services
Philidephia, PA
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, PA
Accountant
MZ SERVICES
Accounting
Pasadena, California
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Managing Partner
ConnorsO'Dell LLP
Aviation & Aerospace
Exton, PA
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, PA
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, California
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
EVP, Chief Credit Officer
Bluestem Group Inc.
Law Practice
Chaska, MN
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA