Erik serves as Regional Director of Business Development for NewEdge Advisors. With over 25 years of industry experience working with RIAs, Erik is responsible for recruiting and successfully launching new advisors to NewEdge Advisors.
Before joining NewEdge, Erik was a Business Development Officer at both Thrivent Advisor Network and Schwab Advisor Services. Erik also served as Regional Sales Director for Envestnet and Business Development Officer for Pershing Advisor Solutions after holding various roles at Fidelity Investments from 1995 to 2007.
Erik attended Lake Forest College, earning a Bachelor of Science in History and minoring in Political Science. He currently holds his series 7 and 63 licenses. Erik grew up in London and now resides in the Bay Area. In his free time, he enjoys road and mountain biking, hiking, and listening to podcasts and digital books.