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Management Team
Strategic Wealth Management
Investment
Philosophy and Approach
Frequently Asked Questions |
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 Jay
D. Eich, CFP®, CPA
Mr. Eich, a
Certified Public Accountant (CPA) and a Certified
Financial Planner (CFP®)
has 11 years experience in the tax and personal
financial planning industry. Mr. Eich serves as
co-managing principal of the Charlotte office where he
is primarily responsible for providing integrated wealth
management counsel and solutions for our clients. Prior
to joining Trust Company, Mr. Eich worked with
PricewaterhouseCoopers LLP, Financial Services group.
Mr. Eich has a B.S. in Accounting from Alfred University
and studied at The London School of Economics.
Mr. Eich is a
member of the American Institute of Certified Public
Accountants, the North Carolina Association of Certified
Public Accountants and the Financial Planning
Association. His past service includes volunteering with
A Child's Place, a United Way supported organization.
Jay and his wife, Lindsey, have two children. They
are all active members in their church where he has
served as a founding member.
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