Eric Platt
About
Eric Platt is a Financial Advisor at Jefferies, one of the world’s leading full-service investment banking and capital markets firms. In this role, he works with U.S. and international clients to develop strategic portfolios that address their diverse needs and goals. He has a unique focus on intergenerational-wealth planning, helping clients strengthen relationships with the next generation and establish succession plans that help ensure their legacy. Eric has nearly a decade of experience at institutions such as Morgan Stanley Private Wealth and HSBC Wealth Management, where he worked with high-net-worth individuals, families, and corporations in the U.S. and Latin America. He also worked on the asset management side of the industry at M&G Investments, and as a Business Development Executive for OneDigital, focused on workforce strategy consulting. Eric holds his bachelor’s degree in economics from the Alfred Lerner College of Business & Economics at University of Delaware, with a minor in Spanish. He is currently working toward obtaining his CFP.
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