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 PricewaterhouseCoopers. 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, a member of the CFA Society of Chicago, a member of the CFA Society of Nashville and a Certified Public Accountant.
14 Years Investment Experience
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