Erik provides comprehensive financial planning and portfolio management services to families, professionals, and business owners locally and across the country. He also serves on Shorebridge Wealth Management’s Investment Committee.
His experience spans both institutional investment consulting and private wealth management, with a focus on investment strategy, asset allocation, and thoughtful portfolio design. Erik is particularly focused on helping clients bring clarity and structure to complex financial decisions through a disciplined, long-term approach.
He earned a Bachelor of Science in Finance from Case Western Reserve University and holds the Chartered Financial Analyst® (CFA) designation. Erik is a member of the CFA Institute and CFA Society of Pittsburgh.
Erik lives in Cranberry Township with his wife and two children. Outside of work, he values spending time with his family, as well as golfing, woodworking, playing guitar, and traveling.
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