Industry Start Date: September 2004
KAR Start Date: June 2021
Education: 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 service to high-wealth families, across three distinct disciplines: tax, philanthropy, and trust and estate/family office services.
Erik was formerly a Vice president and Client Advisor at Whittier Trust Company, serving as a trusted resource for ultra-wealthy families in wealth management, trust, intergenerational planning, strategic philanthropy, and investment management.
Erik began his career as a Private Client Advisor at Deloitte Tax, where he handled tax matters for wealthy families and their related entities.
His background also includes serving as Development Director for Junior Achievement of Southern California (JA), a nonprofit devoted to teaching financial literacy, entrepreneurship, and workforce readiness skills to low-income youth. At JA he worked with prominent businesses, community leaders, and donors in creating and executing strategic philanthropic initiatives.
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.