Eric Roberge

Eric’s professional journey began shortly after he graduated from Babson College in 2002 with a Bachelor of Science degree, concentrating in Finance and Entrepreneurship. He initially took on roles such as Portfolio Accounting at State Street Corporation from July 2002 to October 2004, and Assistant Treasurer (RIC Tax) at JPMorgan Chase between 2004 and 2007. These early positions provided him with a solid foundation in financial operations and asset management.

In addition to his advisory roles, Eric has contributed significantly to the financial community through thought leadership and education. He is a columnist for Business Insider, Forbes, and Kiplinger, where he shares insights on financial planning and wealth management. Eric also hosts the podcast “Beyond Finances,” offering listeners practical advice on managing their financial lives. His expertise has been recognized by prominent publications, including The Wall Street Journal, MarketWatch, and The Boston Globe. Notably, he has been featured in InvestmentNews’ 40 Under 40 list and named among Investopedia’s Top 100 Most Influential Advisors, as well as one of Expertise.com’s Best Advisors in Boston.

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