Eric Ingerman, CFP®
Mr. Ingerman presently serves as a Partner of Oxford Harriman & Company.
Prior to joining Oxford Harriman & Company, Eric spent eight years as a Financial Advisor for Wells Fargo Advisors in Chagrin Falls, Ohio. Before joining Wells Fargo Advisors, Eric spent 15 years working as an equity sales trader for Midwest Research and the Cleveland Research Company. During his time in equity sales & trading, Eric helped advise some of the U.S.’s largest mutual funds and hedge funds to construct & trade their portfolios.
Eric has enjoyed a successful career in finance. He possesses extensive experience working with corporate executives, entrepreneurs, & high net worth families to help grow their wealth and achieve their financial goals. Eric values integrity, objective advice, and making a firm commitment to his client’s best interests. He feels strongly that an advisor must bring value from an investment perspective and put the client’s needs and goals first in the relationship.
Eric holds Series 7 and 66 securities registrations, as well as his life insurance license. Eric is also a CERTIFIED FINANCIAL PLANNER™ professional, providing highly personalized planning and wealth management solutions.
Eric graduated from Miami University with a B.A. in business and a minor in Russian and played club soccer for Miami.
Eric resides in Solon, Ohio, with his wife Beth and their two sons. In addition to enjoying traveling with his family, Eric still plays soccer and coaches both of their son’s soccer teams.