Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

General Partner & CSO


Eric brings over a decade of experience in advanced portfolio management and co-founded a Registered Investment Adviser firm in Florida.

As Chief Strategy Officer, he is responsible for analyzing algorithmic data as it pertains to firm proprietary strategies, as well as driving next-generation ideas and advancement within the firm’s vision.

Eric has five professional designations, received a Certificate in Blockchain and Digital Assets® from the DACFP within the New York Institute of Finance, and earned his undergraduate degree from the University of Connecticut.