Eric is a member and investment counselor who has been working with families for nearly three decades. Before joining Marble Harbor, Eric was a Vice President at Welch & Forbes in Boston. There he acted as trustee and portfolio manager to multiple generations of a number of families. Prior to Welch and Forbes, Eric managed portfolios at David Wendell Associates in Portsmouth, New Hampshire, where he was a principal and Director of the firm. Before establishing a career as a portfolio manager and fiduciary trustee, Eric was an equity analyst with the U.S. division of Sun Life of Canada in Wellesley, Massachusetts. There he worked directly with a senior portfolio manager evaluating and
Eric Robb
Principal & Portfolio Manager, Investment Counselor
Marble Harbor Investment Counsel
United States, Massachusetts, Boston
About Me
Profile Information
Principal & Portfolio Manager, Investment Counselor
Marble Harbor Investment Counsel
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Sep 30, 2024
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