Industry Start Date: September 2004
KAR Start Date: June 2021
Education: UCLA – Bachelor of Arts in Business Economics, Cum Laude, University Honors Program (graduated at age 19)
Credentials: Certified Financial Planner (CFP®), Certified Trust and Fiduciary Advisor (CTFA), CPA (inactive)
Prior to Joining KAR:
Erik’s professional background spans nearly 20 years of helping affluent families protect and grow their wealth.
Erik was formerly a Vice President and Client Advisor at Whittier Trust Company, serving as a trusted resource for ultra-wealthy families across all aspects of their financial lives, including investment management, trust and intergenerational planning, strategic philanthropy, and family office services.
Prior to that, Erik served as a Senior Director of Development for the financial literacy nonprofit Junior Achievement of Southern California. While there, he helped develop and implement strategic philanthropic initiatives for prominent businesses and wealthy donors across Southern California.
Erik began his career as a Private Client Advisor at Deloitte Tax, providing tax services to high-wealth individuals and their related entities
When Not in the Office:
Erik can be found with his family near any body of water: pool, beach, or marina. He currently serves on the Board of Directors of Junior Achievement of Southern California.
What Do you Enjoy Most About Working at KARWA?
It’s the people I work with. I enjoy being surrounded by really smart people who are great at understanding a constantly changing economy and are exceptional at charting a course consistent with the plans and goals of our clients.
It’s the people I serve. Kayne Anderson Rudnick clients know that we will always put their interests first—and it is an honor to serve as a trusted resource for these families in the financial matters which are most important to them.
How Does KARWA Approach Wealth Management Differently?
Individually. Specifically. Uniquely. Holistically. Our wealth strategies are not driven by computer algorithms or off-the-shelf packages. Every individual client has specific needs and deserves a unique financial plan. We don’t work in a vacuum, we take a holistic approach: our investment and financial planning decisions are informed by our knowledge of a client’s long-term goals, values, and objectives.
What Do you Hope to Achieve For Your Clients?
I see my role as helping clients build a financial base from which to live a life that is in alignment with their deepest goals, and in harmony with their values.