Eric Philippi

Managing Director
Client Advisor

With almost five decades of experience in the financial services industry, Eric describes himself as a "financial architect and manager of risk." Eric is passionate about helping families create financial confidence so they can focus on what matters most. Eric believes it is his team's job is to make you confident and comfortable with your financial plan so you can sleep well at night!

Eric's favorite moments come from interacting with his clients. He helps clients reach their goals by providing transparent and independent advice - priding himself on being a superb listener. As his client, you can rely on Eric to understand your needs and concerns to help you build a roadmap to guide you towards your financial goals.

Eric grew up in Southern Rhode Island and graduated from URI in 1963. After school, Eric served in Berlin with the 513th Counter Intelligence Corp of the U.S.Army from 1963 to 1967. Prior to entering the financial services industry, Eric spent time as a commercial fisherman, ski instructor, and cyclist. Today, he and his wife Janelive in Charlestown, Massachusetts. Together, they support a number of organizations that they hold dear, including The Kennedy Center of Charlestown, The Home Baseof Boston, and MASICORP,an organization of education and enterprise to help the township of Masiphumelele near CapeTown, South Africa.

Eric has run in 33 marathons, including 11 Boston Marathons. Prior to his two sons- Nicholas and Matthew - being born, Eric spent years flying ultralights around New England. Although running and flying are behind him, Eric is still an avid fisherman of the islands and fishing holes of the Sakonnet River and Newport, RI. When he is not on the water, Eric enjoys gardening, stamp collecting, building and repairing stone walls, and maintaining his family's summer home in Little Compton, Rhode Island.