Eric Lam, a native of Ocean City, New Jersey, relocated to Tampa, Florida to pursue his education and professional aspirations. He holds a Bachelor of Science in Finance from The University of Tampa and has been active in the financial services industry since 2016.
Eric began his career at Cassedy Financial Group, Inc. as a Wealth Management Intern while completing his degree. Upon graduation, he transitioned into a full time role and currently serves as an Investment Analyst. In this capacity, he supports portfolio construction, conducts in depth market research, and provides strategic investment recommendations. He also works closely with clients to develop personalized financial plans, manage assets, and support long term wealth strategies.
Prior to entering the financial services industry, Eric spent more than nine years in leadership roles with the Sea Isle City Beach Patrol as a Senior Lifeguard and at Pirates Cove Marina as a Dock Master and Operations Manager. These experiences helped shape his leadership abilities, discipline, and strong commitment to service.
A proud Eagle Scout and active member of the Boy Scouts of America, Eric values integrity, community involvement, and lifelong learning. He lives in South Tampa with his wife, Jaclyn, and their golden retriever, Mister, where they enjoy water sports and other outdoor activities.