Erik joined Shorebridge Wealth Management in November of 2021. In his role, he provides comprehensive financial planning and portfolio management services for clients residing both locally and across the country. In addition, Erik serves on the Shorebridge Investment Committee.
Prior to Shorebridge, Erik worked at BNY Mellon for six years, where he held positions in both institutional investment consulting and private wealth management. His focus was in the areas of investment strategy, asset allocation development/portfolio design, and business development.
Erik received a B.S. in Finance from Case Western Reserve University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Pittsburgh.
Erik and his wife, Katie, live in Cranberry Township, PA with their daughter, Oakley, and golden retriever puppy. In his free time, he enjoys a variety of sports and activities including golf, football, fishing, woodworking, guitar, and traveling.
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