Erik holds the Chartered Retirement Planning Counselor (CRPC®) designation and is the Managing Partner of One Charles Private Wealth. Individually meeting with clients for a more in-depth understanding of their personal and financial challenges, Erik ensures that his clients are educated, and a part of the strategies employed to help protect, preserve and grow their personal wealth.

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An Economics graduate from Hobart College and a veteran of the financial services industry, Erik is experienced in the development and implementation of financial strategies such as managing concentrated stock positions, 10b5-1 trading plans, tax planning, wealth transfer, gifting, insurance corporate retirement plans. Erik enjoys big game fish, is an avid boater and enjoys time on the golf course. He and his wife, Alaina divide their time between their homes in Boston and Cape Cod, along with their son, Shay and daughter, Siena. Erik has been providing investment advice since 2002 and holds the following professional licenses: Series 7, 66, Life and Health Insurance, and Chartered Retirement Planning Counselor CRPC®.