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

Specializes In

I was a vegetarian for 10 years.

You might also like…

Private markets highlights from H1 2017
Mark Corombos Wealth Management
Article September 20, 2017 1 min read
Trade woes weigh on consumer mood
Jim Baird Wealth Management
Blog June 25, 2019 1 min read
Estate planning: What your family needs to know when you’re gone
Cheri Stein Wealth Management
Article June 21, 2019 2 min read
Weekly jobless claims decline by 6,000
Jim Baird Wealth Management
Blog June 20, 2019 1 min read