Erica joined Old Port Advisors in 2016 as a Client Administrator. In her current role as Client Relationship Manager, she works with Clients and Advisors in the implementation and maintenance of accounts as well as planning and related areas. Erica additionally serves as our Chief Compliance Officer and is responsible for overseeing and monitoring the firm’s compliance program. Erica has a wealth of experience having almost 20 years in the Financial Services profession. Her previous positions involved similar duties with Morgan Stanley and Merrill Lynch. Erica is a Maine native having grown up in Cumberland and currently resides in Scarborough with her two sons - one of whom is active in