Erik Nels Larson
Portfolio Manager-Equities presso InterOcean Capital Group LLC
Profilo
Mr. Erik N.
Larson is a Portfolio Manager at InterOcean Capital Group LLC.
He focuses on client asset allocations, investment planning, strategy and research.
He has over 11 years of investment experience.
Prior to joining InterOcean Capital, Mr. Larson was a Financial Analyst for Guggenheim Partners and a Senior Associate at PricewaterhouseCoopers.
He earned a Bachelor of Arts in Economics from the University of Michigan and Master of Accounting from the Stephen M.
Ross School of Business at the University of Michigan.
He is a CFA charter holder and is a member of the CFA Society of Chicago and a Certified Public Accountant.
Posizioni attive di Erik Nels Larson
| Società | Posizione | Inizio |
|---|---|---|
InterOcean Capital Group LLC
 InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Portfolio Manager-Equities | 01/10/2020 |
Precedenti posizioni note di Erik Nels Larson
| Società | Posizione | Fine |
|---|---|---|
Eastern Avenue LLC
 Eastern Avenue LLC Investment ManagersFinance Eastern Avenue LLC is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey Camp and Rege Eisaman in 2005 as InterOcean Capital LLC. Eastern Avenue provides wealth management solutions to individuals, high net-worth individuals and families, family offices, institution, charitable organizations, foundations, and endowments. | Analyst-Equity | 01/10/2020 |
Formazione di Erik Nels Larson
| University of Michigan | Undergraduate Degree |
| Stephen M. Ross School of Business | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Eastern Avenue LLC
Eastern Avenue LLC Investment ManagersFinance Eastern Avenue LLC is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey Camp and Rege Eisaman in 2005 as InterOcean Capital LLC. Eastern Avenue provides wealth management solutions to individuals, high net-worth individuals and families, family offices, institution, charitable organizations, foundations, and endowments. | Finance |
InterOcean Capital Group LLC
InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Finance |
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