Prior to co-founding Compound Family Offices, Erik was a Sr. Vice President and GenSpring Investment Strategist at GenSpring | SunTrust Private Wealth Management where he was charged with the introduction, implementation and management of GenSpring’s investment process. His responsibilities included investment policy formation, asset allocation strategy development, investment manager selection, portfolio performance monitoring and client relationship management.
In addition to the direct client responsibilities outlined above, Erik was a member of GenSpring’s Family Investment Officer Council, permanent voting member of GenSpring’s Portfolio Construction Group and member of the Sustainable Investment Committee and had previously served on various internal focused committees including the Manager Selection Committee and the Investment Policy Statement & Reporting Committee.
Erik started his GenSpring tenure in 2007 with Asset Management Advisors (AMA), a Registered Investment Advisor, before it was renamed GenSpring Family Offices. Prior to joining AMA, Erik served as an Investment Officer at the John S. and James L. Knight Foundation, where he was responsible for the Real Estate, Commodities, Timber and Energy allocations. Previously, Erik worked as a Senior Associate at Arthur Andersen LLP within the Valuation Services Group where he performed 100+ valuations of closely held businesses in a variety of industries. Immediately prior to joining AMA, Erik served as the sole Investment Officer at a single family office in Miami, Florida.
Erik earned his Bachelor of Arts degree in Economics from Duke University. Erik is also a CFA charter holder and a member of the CFA Institute.