Erik is an analyst with the firm and brings extensive knowledge and experience, trading complex derivatives in the financial markets and leveraging this skillset within client portfolios to help manage risk and enhance income. Erik recognizes the value an actively managed option strategy provides to traditional wealth management portfolios, and believes every client can benefit from its use, especially in times of elevated volatility. Prior to transitioning to finance, Erik held various engineering and business roles serving clients across a wide range of industry segments. In his most recent role, Erik served as a consultant to large corporations helping them manage risk in their manufacturing processes. Erik earned his bachelor’s degree in mechanical engineering from the University of Illinois at Urbana-Champaign. In his free time Erik enjoys golfing, cooking, and researching derivatives markets.
