Cookie Notice: This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our Cookie Notice for more information on the cookies we use.

Skip to Content

Experience

I specialize in educating clients on alternative investment strategies, so they’re well-versed in the potential role they could play in their portfolios and aware of the risks associated with them. My clients are primarily ultra-high-net-worth and high-net-worth individuals. In addition, clients appreciate that I look for opportunities to discuss new strategies with them, as well as act as a sounding board, offering my opinion about strategies they’re considering, including those presented by outside parties.

View More of Erin's Experience
I was a vegetarian for 10 years.

You might also like…

Exploring alternatives: An interview with Plante Moran and PIMCO
Doug Coursen Wealth Management
August 13, 2019 3 minutes read
Private placement insurance products: Should you invest?
Erin Goss Wealth Management
Article July 16, 2019 4 min read
Private markets highlights from H1 2017
Mark Corombos Wealth Management
Article September 20, 2017 1 min read
Tariffs, Fed rate cut weighing on consumer mood
Jim Baird Wealth Management
Blog August 16, 2019 1 min read