Eric Shulenberger

Director

  • Shareholder

Eric is a Director and shareholder in Pathstone’s Philadelphia metro area office. He is a member of the Fixed Income & Trading group, which is responsible for constructing and managing customized investment grade fixed income portfolios on behalf of wealthy families and entities. 

Prior to joining Pathstone, Eric spent 18 years at Veritable, LP, actively involved in day-to-day equity trading and all aspects of taxable fixed income portfolio management including strategy formulation and trade execution. He was a partner of the firm.

Eric graduated summa cum laude from Shippensburg University, where he earned a Bachelor of Science in Business Administration while majoring in both Finance and Economics.

Outside of the office, Eric can often be found helping coach his son’s youth soccer and baseball teams and attending his daughter’s numerous dance competitions and recitals. He and his wife reside in the Philadelphia suburbs with their two children.

Group

Advisory Services

- Investment Research

Office

Philadelphia Metro Area

Contact & Locations

Eric is a Director and shareholder in Pathstone’s Philadelphia metro area office. He is a member of the Fixed Income & Trading group, which is responsible for constructing and managing customized investment grade fixed income portfolios on behalf of wealthy families and entities. 

Prior to joining Pathstone, Eric spent 18 years at Veritable, LP, actively involved in day-to-day equity trading and all aspects of taxable fixed income portfolio management including strategy formulation and trade execution. He was a partner of the firm.

Eric graduated summa cum laude from Shippensburg University, where he earned a Bachelor of Science in Business Administration while majoring in both Finance and Economics.

Outside of the office, Eric can often be found helping coach his son’s youth soccer and baseball teams and attending his daughter’s numerous dance competitions and recitals. He and his wife reside in the Philadelphia suburbs with their two children.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations