Erik Lawson Jefferson

Directeur en chef des Investissements chez Flagship Harbor Advisors LLC

Profil

Mr. Erik L.
Jefferson is a Chief Investment Officer at Flagship Harbor Advisors LLC.
In his role he oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.
Additionally, he is a Managing Partner of TrestleBridge Capital, LLC a boutique financial planning firm offering a concierge wealth management experience to a small number of personal clients.
For the last decade he served as a consultant with LPL Financial (NASDAQ: LPLA) initially as a voting member within their asset management division and subsequently as a Regional Vice President where he was a frequent presenter at conferences, promoting the firm's full suite of holistic planning capabilities.
He is a graduate of Trinity College in Hartford, CT.
He earned his Bachelors degree with focus on Economics & Sociology.
He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Wealth Strategist (CWS), he also holds securities licenses through LPL Financial, including General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65) as well as Life, Accident, and Health insurance licences.

Postes actifs de Erik Lawson Jefferson

Sociétés	Poste	Début
Flagship Harbor Advisors LLC	Directeur en chef des Investissements	01/09/2021

Anciens postes connus de Erik Lawson Jefferson

Sociétés	Poste	Fin
LPL Financial LLC	Corporate Officer/Principal	01/09/2021

Formation de Erik Lawson Jefferson

Trinity College & University

Undergraduate Degree