Expertise
As Managing Wealth Advisor for the Los Angeles region of Northern Trust, Erik leads the Advisory and Wealth Strategies teams. He also specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, business owners, senior executives and wealthy families.
Experience
Prior to joining Northern Trust in 2017, Erik was with J.P. Morgan as an Executive Director and Wealth Strategist and prior to that a Director with Bernstein Global Wealth Management.
Community Involvement
Erik is an active member in his community. He serves as Chair of the Board of Directors for Partners for Potential, a non-profit that aids adults with developmental disabilities. Erik is also a mentor in the Career Advancement Program at the Marshall School of Business at USC.
Joined Northern Trust
2017
Education
Bachelor of Science in Business Administration from The Marshall School of Business at the University of Southern California.
Credentials
Chartered Financial Consultant (ChFC®).