Experience

Eric is an Executive Director and Branch Manager for the Bellevue, Washington office.

He is a graduate of the University of Cincinnati with a B.S. in Finance and International Business.  While in college, Eric started his trading career in 1997 in Cincinnati and continued after graduation as an arbitrage trader in Chicago.  In 2004 he joined Bank of America Investments as a Financial Advisor for Premier Banking and Investments.  After building a successful practice, he was named Sales Manager of the Palm Beach Market in 2006.

After nearly a decade of successful experience at Bank of America/Merrill Lynch, Eric joined UBS in 2012 where he has worked as a Financial Advisor, Regional Sales Manager, Assistant Market Head and Branch Manager. In November of 2020, Eric accepted the role as Branch Manager for Bellevue Wealth Management and Private Wealth Management.

Eric is passionate about community involvement and volunteering.  He serves as a mentor for military veterans with American Corporate Partners and is a supporter of the Bellevue Chamber of Commerce.  Eric is married with three children, one daughter (19) and two sons (17 and 13).  He enjoys running, hiking, mountain biking, skiing, fishing and travel.

David Wright is the Administrative Manager for the Pacific Northwest Market and is responsible for the operations, compliance and administrative functions of the Market. David has been in the financial services industry over 10 years and joined UBS in 2016. He holds a B.A. in Finance from the University of Washington. David also holds FINRA licenses Series 7,66, 9 and 10 as well as Washington State insurance licenses.

David grew up in Jamaica, migrated to the United States in 2000 and currently resides in Bellevue, Washington. He enjoys snowboarding, playing football, hiking and traveling.

Danielle is a graduate of the University of Washington and started working in the wealth management industry in 2015. She works in close coordination with the twelve offices of the Pacific Northwest Market and is responsible for the day-to-day business operations, community engagement, and corporate event planning. Through her charitable work at UBS, she has developed a strong passion for philanthropy and leads several volunteer projects in her community and the Pacific Northwest Market.

Danielle currently resides in downtown Bellevue and in her free time enjoys working out at her local sports club, cooking, reading, and traveling.