Erik Olson
Erik P. Olson, CFA® Financial Advisor, RJFS

Erik joined Shorebridge Wealth Management in November of 2021. He spent the previous six years working at BNY Mellon 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 is excited about transitioning his knowledge base and experience to servicing individuals and families in his new role at Shorebridge.

Erik and his wife, Katie, live in Cranberry Township, PA with their golden retriever puppy. Erik enjoys a variety of sports and activities including golf, football, fishing, woodworking, and guitar.

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