Erik Boe, Robertson Stephens
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
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.
Managing Director and Principal
| Associations | Currently serves as Treasurer/Board Member of the Sun Valley Community SPUR Foundation, Has served on the board of the Idaho Conservation League, Has served on the board of the Environmental Resource Center, Has served on the board of the YMCA of the Wood River Valley – finance committee |
| Languages | English |
| Tags | 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 |
| Specialties | Liquidity events, complex estate management, alternative investments, concentrated stock, real estate, lending |
| Brands | Robertson Stephens |
| Services | Wealth management, estate, retirement & executive planning, life insurance, and private & public investments |