Eric Gibbs
Senior Associate at Lydian Advisory Group
📍 Dallas-Fort Worth Metroplex, United States
Eric Gibbs is a Senior Associate at Lydian Advisory Group, specializing in private wealth advisory for ultra-high-net-worth individuals and family offices. His expertise is in structuring tax-efficient alternative investments. He holds Series 7 and 63 certifications and attended Lehigh University.
Eric maintains a strong professional interest in the global economy, staying current with market trends and financial news by following publications like The Wall Street Journal and Bloomberg.
He focuses on the niche area of using private placement variable annuities and insurance dedicated funds to facilitate tax-advantaged hedge fund investing.
Read the full overview →Experience
15 Years
Current Role
Senior Associate
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview
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Priorities
Topics Eric cares about
Private Wealth Advisory
His career is centered on providing private wealth advisory and financial consulting to ultra-high-net-worth individuals and family offices.
Tax-Efficient Investing
A key part of his role is structuring solutions that allow for cost-effective and tax-efficient investing in alternatives like hedge funds.
Career
Work history
1-2013
Senior Associate
Lydian Advisory Group
1-2011 - 1-2013
Partner
Haggerty & Gibbs Financial Services
4-2010 - 1-2012
Financial Consultant
AXA Advisors, LLC
In the press
Media appearances
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Education
Education details unavailable
Lehigh University
Social presence
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