Eric Nahat

CEPA®
Wealth Advisor, Managing Director
888-363-4546
Ann Arbor
Let’s Connect

Education

  • Bachelor’s degree in economics from the University of Michigan
  • Master’s degree in economics from the University of Michigan

Certification(s) & Designation(s)

  • Certified Exit Planning Advisor (CEPA)

Awards

  • Forbes‘ Best-in-State Wealth Advisors (2025)1
  • Five Star Wealth Manager honors (2024-2026)2
  • DBusiness Magazine’s 2026 30 in Their Thirties3

1This Rating is provided on 4/7/2025 by Forbes. It covers the period of one year. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/

2Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to https://www.fivestarprofessional.com/. This Rating is provided on 2/9/2026 by Five Star Professional. It covers the period of one year. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit www.fivestarprofessional.com.

3This Rating is provided on April 2026 by DBusiness Magazine’s. It covers the period of one year. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.dbusiness.com/30-in-their-thirties/

About Eric

Eric Nahat serves as wealth advisor, managing director at Hightower Signature Wealth (formerly Synergy Capital Solutions), responsible for overseeing client portfolio implementation and delivering comprehensive wealth management solutions. As former co-chief investment officer at Synergy, he chaired the Investment Committee and helped guide the practice’s investment philosophy and portfolio strategy. He continues to provide portfolio guidance with a particular focus on economic analysis, market insights, and security selection.

Eric has earned national recognition, including DBusiness Magazine’s 2026 30 in Their Thirties, Forbes‘ Best-in-State Wealth Advisors (2025), and Five Star Wealth Manager honors (2024-2026). In his previous roles, he worked at J.P. Morgan Private Bank, advising high-net-worth families and institutional clients. Eric holds an MBA and a bachelor’s degree in economics from the University of Michigan, is a Certified Exit Planning Advisor (CEPA®), and maintains FINRA Series 7, 63, and 65 licenses, along with Life and Variable Annuities Insurance licenses.

Eric resides in Ann Arbor, Michigan, with his wife, two children, and Portuguese Water Dog. Passionate about giving back to his community, he serves on the New Day NEXT Leadership Council, an organization dedicated to improving the lives of Michigan cancer patients and their families. He also volunteers with Michigan DECA and mentors students at the University of Michigan.

Outside of work, Eric enjoys traveling, exploring local cuisines around the world, and staying active through a variety of sports, particularly hockey and golf.

Eric’s Recommended Reads

  • 4 minutes

    Signature Moves – From Family Business Success to Wealth That Supports Your Family’s Future

    The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what…

  • 3 minutes

    In the News: Shannon Stevens on Using Trusts to Help Protect an Inheritance

    Leaving an inheritance is often intended to provide security and support for someone you care about. But when a beneficiary is living with addiction or may have difficulty managing money, receiving a large sum outright can introduce additional financial and personal risks. Shannon Stevens, JD, Managing Director and Head of Office at Hightower Signature Wealth…

  • 6 minutes

    Understanding CFP, CFA, ChFC, and PFS Credentials in 2026

    Choosing a financial advisor means placing significant trust in someone to help guide decisions that can shape your financial future. As you evaluate potential advisors, you may encounter a range of professional credentials, such as CFP®, CFA®, ChFC®, and PFS™, for example, that can make it difficult to understand what distinguishes one designation from another.These…