Erik N. Larson, CFA, CPA | Portfolio Manager
8 Years of Investment Experience
Erik serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital. He focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Erik was a Financial Analyst for Guggenheim Partners and a Senior Associate at PricewaterCoopers. Erik earned a Bachelor of Arts in Economics from the University of Michigan and Master of Accounting from the Stephen M. Ross School of Business at the University of Michigan. He is a CFA charterholder, member of the CFA Society of Chicago and a Certified Public Accountant.