Wealth Planning, Global Wealth Solutions
As a private wealth consultant, Erika is part of a wealth planning team dedicated to working with advisors in servicing their clients with more than $25 million in investable assets. She has over 20 years of financial industry experience, most recently as a portfolio consultant in the Alex. Brown division of Raymond James. Previously, Erika worked at Morgan Stanley in various capacities. She was a product specialist on a quantitative equity investment management team, and held analytical roles on the buy and sell sides of the firm.
She began her career at the Federal Reserve Bank of New York, where she attained the role of assistant economist. Erika holds the Chartered Financial Analyst (CFA®) designation. She earned a Bachelor of Science in economics and finance from New York University’s Stern School of Business, graduating summa cum laude.