Erik provides portfolio research and analysis striving to optimize the investments that we make for our clients. Erik graduated from Azusa Pacific University in 2019 with a Bachelors of Science degree in Finance while also working at an investment banking firm as well as an asset management firm. Erik's post-graduate experience includes currency trading and the creation of automated trading strategies.
Erik enjoys being outside in nature and watching a variety of sports.
- Hometown: Steilacoom, Washington
- Food: My favorite food is definitely sushi
- Movie: My favorite movie is anything directed by Christopher Nolan