Erik is one of the firm’s founders and is our Chief Investment Officer. He began his career in 1990 in New York City and spent the next 14 years working at large financial services firms on a variety of investment management functions including asset allocation, money manager research, product development, client communications, and more. Witnessing the many conflicts of interest and bureaucracy ingrained in large firms, in 2005 Erik left Wall Street behind for good to help clients pursue their financial goals in a more flexible and less conflicted environment. Erik is a Certified Financial Planner (CFP®) professional and graduated from Boston College with a bachelor’s degree in finance.