Serving as an investment analyst for Argos Capital Partners, Erin analyzes, reports and presents investment performance and opportunities to Argos’ client families. Based on the specific and individualized needs of each Argos family, Erin tracks a variety of unique investment opportunities, prepares clients’ investment subscription documents, processes trade confirmations, produces financial reports and maintains compliance with SEC regulations.
Working directly with the Argos team, Erin creates client meeting presentations to efficiently share results and opportunities so that Argos families can make the smartest decisions.
Erin earned her B.S. in Personal Financial Planning with a minor in Business from University of Missouri – Columbia. Prior to joining Argos, Erin was a financial planning assistant at a private wealth advisory practice of Ameriprise Financial Services.
Outside of Argos, Erin can be found spending time with her friends and family, reading, playing golf and traveling.