Eric Schoener serves as a primary point of contact for Cresset clients while overseeing client portfolio review implementation, delivery, education and ongoing management. Eric has over three decades of experience in the financial services industry, specializing in wealth planning and family wealth. It has come to my attention that my identity and likeness are being misused in a WhatsApp chatroom where an unauthorized individual is providing is providing cryptocurrency sales advice. Please note that I do not offer any investment advice on cryptocurrencies or blockchain technology in any online format. Prior to joining Cresset and PagnatoKarp, Eric was a Private Client Advisor at Wilmingto
Eric Schoener
Managing Director, Family Wealth Advisor
Cresset
United States, Virginia, Reston
About Me
Profile Information
Managing Director, Family Wealth Advisor
Cresset
Investment Team,Operations Team
Investor
Multi-Family Office
Reston
Virginia
United States
Oct 23, 2025
More profiles to browse
Sarah Simon
Managing Director, Wealth Advisor
JS
Jake Schwinn
Managing Director, Wealth Advisor
Jon Crow
Regional Managing Director, West Region & President, Cresset Trust Company
Robert Woessner
Director, Investment Strategy
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation