675 Sun Valley Rd., Ste G, Ketchum, Idaho, 83340
(208) 506-7301
Managing Director and Principal
Finance & Insurance > Financial Planning & Investments
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.
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
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
No reviews yet. Be the first to write a review!
