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.
Eric Gibbs
Senior Associate at Lydian Advisory Group
Dallas-Fort Worth Metroplex, United States
Overview
Topics They Care 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.
Alternative Investments
He focuses on advantaged alternatives investing, particularly through the use of private placement variable annuities and insurance dedicated funds.
Media Appearances
Eric has no verified media appearances
Work History
1-2013
Senior Associate at Lydian Advisory Group
1-2011 - 1-2013
Partner at Haggerty & Gibbs Financial Services
4-2010 - 1-2012
Financial Consultant at AXA Advisors, LLC
Education
Education details unavailable from Lehigh University
More Information
Social Presence :
Prographics :
Exp : 15
Location : Dallas-Fort Worth Metroplex, United States
Job Level : N/A
Designation : Senior Associate at Lydian Advisory Group
