Chief Executive Officer
Eric joined Yellowstone Partners in 2017 as its Chief Executive Officer and a member of the Board of Directors. Eric has over 28 years of experience in the financial services industry. Prior to Yellowstone, he served as the President, Fund Services for RiskX Investments, a registered investment adviser headquartered in New York City. Eric was responsible for all aspects of the firm’s operations, including oversight of the mutual fund accounting, transfer agent and distributor functions. He also was responsible for the administration responsibilities for the American Independence Funds Trust, a family of mutual funds. Eric was a Founder of American Independence Financial Services (RiskX Investments predecessor) and served as its President for many years as well as President of the American Independence Funds Trust. Eric has held senior positions at Mercantile Trust Company, ING Fund Services, ING Financial Partners, Banc One Investment Advisers, and Furman Selz. Eric was also an independent financial planner in Phoenix, AZ with Locust Street Securities and understands the importance of financial planning and meeting clients’ investment objectives. Eric holds FINRA Series 6, 26, and 63 licenses. He attended Colgate University in Hamilton, NY.