Advisor at Wright Cove Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wright Cove Capital
Location
Portland, ME 04101
Credentials
Series 63, Series 66
Industry experience
21 years
Eric Leinwand is a financial advisor at Wright Cove Capital in Portland, ME, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior work includes roles at Morgan Stanley and self-employment before joining Wright Cove Capital and 3 Quid LLC, where he is a passive investor in startup businesses and real estate. Wright Cove Capital is a boutique firm providing fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a combination of fundamental and technical analysis, third-party research, and computerized asset-allocation tools to construct diversified portfolios tailored to client objectives and risk tolerance.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Account minimum: $1,000,000 Fee-only: Fees charged on a fee-only basis with no commissions.
15 Baxter Blvd
Portland, ME 04101
Maine
3 Quid LLC
2020 - Present (6 years)
Wright Cove Capital, LLC
2020 - Present (6 years)
Morgan Stanley
2018 - 2020 (2 years)
Self Employment
2016 - 2018 (2 years)
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