|
Eric Packer
Registered Principal
Registrations: Series 7, 24, 63, 65 & 51
MA. Life Insurance
M.S.W. (Social Work), University of Louisville
MA. Life Insurance
B.A. Religion & Philosophy, Boston University
Eric joined PAM in 1995 as the Branch Manager of the Massachusetts office. His initial investment training began in 1993 with Prudential Securities, Wellesley MA. Eric's prior professional work experience has been in Senior Housing Development and Social Work. His professional affiliations include the Social Investment Forum which is the largest national association of SRI Investment professionals, Social Venture Partners, Boston, engaged in social philanthropic giving and the Northeast Sustainable Energy Association.
David Schreiber
Certified Financial Planner™
Registrations: Series 6, 7, 63, 66
Insurance: Massachusetts and New Hampshire
Bennington College, BA, New England Conservatory of Music
David Schreiber, a Certified Financial Planner,™ joined PAM in 2006 after working as an independent registered representative of the American General Securities division of AIG. Along with his financial licenses, he also holds licenses in MA and NH for all forms of life, disability, catastrophic care, long-term care, health insurance and related products.
A native of New York City, David is a graduate of New York’s famous LaGuardia High School of Music and Art and the Performing Arts and is trained as a concert violinist/violist. After working for many decades as a musician, David began to study financial planning and to explore its power for helping individuals and families as well as institutions. This in turn led him to the socially responsible investment services offered at PAM. David’s practice as a financial planner combines solid technical expertise with a real joy in helping others achieve financial success while honoring their values.
David is a member of the Greater Boston Interfaith Organization, the National Association of Socially Responsible Organizations, and the working group on the individual mandate of the ACT!! (Accessible Care Today) coalition. He is a founder and communications director of the NonProfit Net, a Lexington, MA based organization uniting the nonprofit organizations of the community for greater visibility, support and networking. He is also a member of the finance committee of his temple, Shir Tikvah in Winchester, MA. David lives with his wife Ruth, and together they have four children.
|