Eric Flett Email & Phone Number
Regional President, Senior Managing Director @ MAI Capital Management
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Eric Flett Location
- Lafayette, CA, US
Eric Flett Work
- Regional President, Senior Managing Director @ (January 2025 - Present)
- CEO and Principal @ Concentric Wealth Management (April 2008 - December 2024)
- Portfolio Manager @ First Republic Investment Management (January 2000 - January 2008)
- Portfolio Manager @ Bay Isle Financial (January 2000 - January 2004)
- Portfolio Manager @ (January 1992 - January 2000)
Eric Flett Education
- University of California, Berkeley 1983-1988
Eric Flett Skills
- Management
- Project Management
- Investments
- Risk Management
- Asset Management
- Customer Service
- Strategic Planning
- Financial Services
- Wealth Management
- Sales
- Investment Management
- Finance
- Microsoft Excel
Eric Flett Summary
- Eric Flett, based in Lafayette, CA, US, is currently a Regional President, Senior Managing Director at MAI Capital Management. Eric Flett brings experience from previous roles at Concentric Wealth Management, First Republic Investment Management, Bay Isle Financial and Gemmer Asset Management LLC. Eric Flett holds a 1983 - 1988 University of California, Berkeley. With a robust skill set that includes Management, Project Management, Investments, Risk Management, Asset Management and more. Eric Flett has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named Eric Flett
Eric Flett
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