Erik Nels Larson
Portefeuillebeheerder-Aandelen bij InterOcean Capital Group LLC
Profiel
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.
Actieve functies van Erik Nels Larson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-10-2020 |
Eerdere bekende functies van Erik Nels Larson
| Bedrijven | Functie | Einde |
|---|---|---|
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 |
Opleiding van Erik Nels Larson
| University of Michigan | Undergraduate Degree |
| Stephen M. Ross School of Business | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
