Erin joined Argos Capital Partners in 2019 and is currently Senior Associate, Investment Management. In her role, Erin produces performance information, prepares, and participates in quarterly presentations for our client families, helps manage broker / custodian relationships, and processes trade confirmations for client portfolios.
Erin finds helping clients achieve their individual financial goals the most rewarding part of her role. She strives to provide excellent service and enjoys collaborating with her fellow team members to provide solutions for the client families she serves.
Prior to joining Argos Capital Partners, Erin was a financial planning assistant at a private wealth advisory practice of Ameriprise Financial Services.