Operations Associate

Wealth Management

Erik came on board the Richard Brothers team in February 2020 as an Operations Associate in the Wealth Management department. His responsibilities include fulfilling client service requests, account maintenance and reporting, and supporting the day-to-day operational success of the firm.

Erik completed his undergraduate studies in Psychology at Union College, and later obtained his MBA at College of St. Joseph (VT). In his free time, he enjoys skiing, traveling, and spending time with friends and family.