Description
Erik is a Managing Director and Principal at Robertson Stephens. Together with Julie Steinman, CFP®, Brian Post, CFA and Emily Clemens, he works closely with clients’ portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business owners navigate every corner of wealth preservation and growth. Prior to joining Robertson Stephens, Erik was Senior Vice President – Financial Advisor / Senior Portfolio Manager with RBC Wealth Management. For 14 years he was a partner in the KBB Investment Group and and in 2017, 2018 and 2019 was a member of the Chairman’s Council. His career in financial services began in 2000 where he spent five years as a Financial Advisor with A.G. Edwards & Sons, Inc.
Keywords Wealth and porfolio management, estate, retirement and executive planning, key man business, executive planning, liquidity events or business exit, complex estate mgmt, life insurance strategies, alternative investments, private equity, private investments, concentrated stock positions, life transition events, retirement planning, real estate, lending, fiduciary, relocating to Sun Valley, Idaho.
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Investment Services(208)506-7301 (208)-506-7301 +12085067301
Map 675 Sun Valley Rd.
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