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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

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