Eric Lalime, CFP®, CIMA®, C(k)P®

Eric Lalime, CFP®, CIMA®, C(k)P®

Managing Director

Eric joined Pallas Capital Advisors in 2021 as a Managing Director of Wealth Management to lead the Park Ridge, New Jersey office. As a nationally recognized wealth advisor, Eric focuses on delivering bespoke advice and guidance to his clients through unique perspective, critical thought, and determined energy. Eric ensures each client experiences uncompromising service and works to develop long lasting relationships based on mutual trust and open discussion.

Eric is a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst ® certification administered by Investments & Wealth Institute™ in conjunction with MIT Sloan School of Management, Certified 401k Professional designation through The Retirement University in collaboration with UCLA Anderson School of Management, and is a Certified Plan Fiduciary Advisor. Eric graduated from the University of Rhode Island, where he received his bachelor’s degree in Finance.

Eric has previously earned recognition for prestigious industry rankings in the Financial Times “Top 401 Retirement Advisors” and Forbes “Best-in State Wealth Advisors” for multiple years, further showcasing his commitment to his clients.

Eric lives in Bergen County, New Jersey, with his wife Theresa and their two children. Away from the office, he enjoys spending time with his family, competitive and recreational offshore fishing, golfing, and spending time at the shore. Eric is a member of the historic Manasquan River Marlin and Tuna Club.

Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. This recognition should not be construed as an endorsement of the advisor by any client. The Financial Times “Top 401 Retirement Advisers” list (FT 401) is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in five primary areas, including Defined Contribution (DC) assets under management (AUM), specialization in the DC business, growth in DC plan business, years of experience advising DC plans and compliance record. Rankings are based on the opinions of Financial Times and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor.

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