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Eric Godes

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Eric Godes

SVP, Senior Consultant | FP Transitions

Boston, Massachusetts, United States

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Eric Godes

Summary

Eric Godes is a seasoned financial services executive with over 30 years of experience in the Registered Investment Advisor and Wealth Management sectors. Currently serving as SVP and Senior Consultant at FP Transitions, he specializes in operational efficiency and growth strategies for wealth management firms. Eric has held various leadership roles, including COO positions at multiple firms, where he was instrumental in integrating operations and driving business growth. His extensive background encompasses sales, relationship management, compliance, and investment management, making him a well-rounded expert in the field. Eric's clients range from high net worth individuals to complex multi-generational families, showcasing his ability to cater to diverse financial needs. He is a graduate of Babson College and the University of Vermont, with a strong foundation in finance and political science. Beyond his professional achievements, Eric is passionate about mentoring emerging leaders in the financial industry and advocating for sustainable investment practices.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Eric Godes

Work Experience

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SVP, Senior Consultant at

FP Transitions

June 2021 - Present

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Executive Strategiest at

Cerity Partners

November 2020 - May 2021

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President and Chief Operating Officer at

Cerity Partners

September 2016 - November 2020

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Co-Chief Operating Officer at

Pathstone

January 2016 - June 2016

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COO and Chief Wealth Advisory Officer at

Federal Street Advisors

September 2014 - December 2015

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Independent Consultant at

Jades Consulting

May 2013 - August 2014

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Chief Operating Officer at

RWA Wealth Partners

March 2011 - April 2013

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President and Chief Operating Officer at

Kobren Insight Management

April 1990 - March 2011

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Director of Wealth Management at

E*TRADE from Morgan Stanley

December 2005 - February 2011

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Sales Professional at

Fidelity Investments

September 1983 - June 1985

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Eric Godes

Education

Babson College, Mba

January 1985 - January 1987

University of Vermont, Ba

January 1979 - January 1983

Needham High School

Frequently Asked Questions about Eric Godes

What is Eric Godes email address?

Eric Godes's primary email address is **********@fptransitions.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Eric Godes work for?

Eric Godes is a SVP, Senior Consultant at FP Transitions, a company specializing in Functions related to depository banking.

Where Eric Godes graduated from?

Eric Godes holds a degree in Finance from Babson College.

How can I directly contact Eric Godes?

To contact Eric Godes directly, you can use the email address **********@fptransitions.com. Complete contact information is available upon registration with Muraena.

Who is Eric Godes?

Eric Godes is a seasoned financial services executive with over 30 years of experience in the Registered Investment Advisor and Wealth Management sectors. Currently serving as SVP and Senior Consultant at FP Transitions, he specializes in operational efficiency and growth strategies for wealth management firms. Eric has held various leadership roles, including COO positions at multiple firms, where he was instrumental in integrating operations and driving business growth. His extensive background encompasses sales, relationship management, compliance, and investment management, making him a well-rounded expert in the field. Eric's clients range from high net worth individuals to complex multi-generational families, showcasing his ability to cater to diverse financial needs. He is a graduate of Babson College and the University of Vermont, with a strong foundation in finance and political science. Beyond his professional achievements, Eric is passionate about mentoring emerging leaders in the financial industry and advocating for sustainable investment practices.

Eric`s contact details

mail

**********@fptransitions.com

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James Fisher

Vice President of Mergers & Acquisitions

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