Senior Vice President
Eric Heer is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. He works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. Eric also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2007, he was a vice president in the private client division at Sanford C. Bernstein & Co. Before that, Eric spent 14 years in various senior business development positions in the medical device industry.
Eric earned an MBA from Pepperdine University, an MS from the University of California, Los Angeles and a BS with honors from Stanford University. He currently serves on the board of the Pasadena Humane Society, the Advisory Board of the Geffen Playhouse and the Advisory Board of the Los Angeles Blind Children's Center.
Eric is based in our Los Angeles office.