President and CIO
Eric is the Founder, President and Chief Investment Officer of Price Wealth. He is responsible for managing portfolios and client relationships. In addition, Eric oversees the business management and corporate strategy of Price Wealth.
Eric has been managing family and foundation portfolios since 1998. In addition to his role at Price Wealth, Eric served on the Investment Committee of LBJ Asset Management Partners, Ltd. from 2005 through 2009. Prior to founding Price Wealth, Eric was a Principal with Avalon Advisors in Austin and chief architect of Avalon’s advisory and consulting services. Before Avalon, Eric worked with Morgan Stanley in the Private Wealth Management offices in both New York and Houston.
Originally from Virginia, Eric earned a BS in economics and business administration from Vanderbilt University. Eric then earned an MBA in finance and accounting from the University of Texas Graduate School of Business. While attending graduate school, Eric was a Portfolio Manager with the Texas MBA Investment Fund, LLC and President of the Graduate Finance Association. Eric and his wife Jackie have three daughters and are active supporters of the Children’s Hospital of Austin, The Seton Fund and March of Dimes. Eric has completed several marathons, triathlons and mountaineering expeditions.
Wealth Advisor and Chief Compliance Officer
Susan serves as Wealth Advisor and Chief Compliance Officer of Price Wealth. She provides strategic advice to clients to help them define and achieve their financial goals and objectives. In her role as Chief Compliance Officer, she is responsible for ensuring the firm’s compliance with applicable regulatory requirements.
Susan began her career as an attorney at Haynes and Boone, LLP in Dallas, Texas, and then held corporate executive positions at Concentra, Inc., Motorola, Inc., and Freescale Semiconductor, Inc. Susan received her B.A. from Vanderbilt University and her J.D. from Southern Methodist University School of Law.
Susan has a strong desire to help and serve her community. She has served in a number of leadership roles for volunteer organizations over time, and currently serves as Chair of the Texas State University Development Foundation Board, on the Advisory Board of the Wittliff Collections and on the Leadership Circle of Communities In Schools – Central Texas, Inc.