Helping Families To Achieve Financial Fitness
Eric Porter joined The Bulfinch Group in January 2023 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Eric is focused on helping families to achieve financial fitness.
Prior to Bulfinch, Eric spent 9+ years as an Investment Banking Representative at Emerging Growth Equities in the San Francisco Bay area. In this role, he performed valuation, risk, and peer group analysis of public and private companies for research reports and investment banking deals in the mobile-tech and med-tech industries. Eric is a graduate of Bentley University, earning a B.S. in Finance. He also earned his Certificate in Computer Informatics at Arizona State University.
Eric resides in Ashland after a recent relocation from California, with his lovely wife, a dyslexia specialist, their 3-year-old son Daniel and infant son Isaac. He is a former competitive waterskier who enjoys hiking, camping, and watching the Golden State Warriors.
Financial Representative of Guardian. CA Insurance License #4237285.