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