CoverProfile

Erik Johnson

Portfolio Manager

Heritage Investment Group

United States, Florida, Sanford

About Me

Erik is a Wealth Manager at Heritage Investment Group and joined the firm in 2011. Erik holds a bachelor’s degree in business management from the University of Akron and has over 20 years of experience in the financial services industry. Prior to joining Heritage, Erik spent six years at The Proper Analysis, a fee-only Registered Investment Advisor near Cleveland, Ohio, where he was a Vice President responsible for portfolio design and new business development. His primary responsibilities at Heritage include portfolio management, client servicing, and marketing. Erik lives in the Orlando area with his wife Nicole. He is an avid gardener who also enjoys camping and bicycling.

Profile Information

Portfolio Manager

Heritage Investment Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sanford

Florida

United States

Aug 5, 2024

Work Experience

The Proper Analysis

Vice President
Oct 2003 - Aug 2009

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