Erik is a Business Development Specialist for Fiduciary Solutions within BNY Mellon Wealth Management. Erik is responsible for developing integrated investment solutions for institutional investors. His duties include effectively articulating the major functions of the group: advice and strategy, asset allocation and portfolio construction. Prior to this role, Erik worked as a business development investment analyst for BNY Mellon Private Wealth Management. He is currently serving on the Financial Literacy Subcommittee of the CFA Society Pittsburgh.
Erik received a B.S. in Finance from Case Western Reserve University. He holds the CFA® designation and is a member of the CFA Institute and CFA Society Pittsburgh.