Eric Fernandes, CIMA®, is an Investment Associate for CCR Wealth Management, LLC. He earned a Bachelor of Business Administration degree in Finance from the Isenberg School of Management at the University of Massachusetts Amherst. Eric’s prior work experience includes functions as a Financial Analyst and FP&A Analyst at Waters Corporation, as well as experience as an advisor at New York Life.

Joining CCR Wealth Management, LLC in 2021, Eric brings his analytical finance and investment experience to the CCR Wealth Management Portfolio Review Committee. As an investment associate, he works on portfolio modelling and monitoring, as well as client communications. Eric holds his SIE, Series 7 and 66 securities registrations and is a member of the firm's Portfolio Review Committee.

In his free time, Eric can be found golfing, reading, or enjoying a movie. Eric is a lifelong classic rock fan and enjoys talking about his favorite bands.