Profil
Erik W.
Gudim worked as a Principal at LPL Financial Holdings, Inc. He then worked as a Research & Operations Analyst at Back Bay Financial Group, Inc. from 2007 to 2012.
After that, he worked as a Research & Operations Analyst at Modera Wealth Management LLC.
Gudim holds an undergraduate degree from Muhlenberg College and a graduate degree from Maastricht University.
Anciens postes connus de Erik W. Gudim
| Sociétés | Poste | Fin |
|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Analyst-Equity | 28/12/2012 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Analyst-Equity | - |
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
Formation de Erik W. Gudim
| Muhlenberg College | Undergraduate Degree |
| Maastricht University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Entreprise privées | 2 |
|---|---|
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
