Business claimed
Last updated: Over a year ago
Listed in:
Investment Services
,
Financial Planning
About Erik Boe, Robertson Stephens
Erik is a Managing Director and Principal at Robertson Stephens. Together with Julie Steinman, CFP®, Brian Post, CFA and Emily Clemens, he works closely with clients’ portfolio management needs and is Go to full description...
Contact information
Additional business details
Email address:
erik.boe@rscapital.com
Erik is a Managing Director and Principal at Robertson Stephens. Together with Julie Steinman, CFP®, Brian Post, CFA and Emily Clemens, he works closely with clients’ portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business owners navigate every corner of wealth preservation and growth.
Prior to joining Robertson Stephens, Erik was Senior Vice President – Financial Advisor / Senior Portfolio Manager with RBC Wealth Management. For 14 years he was a partner in the KBB Investment Group and and in 2017, 2018 and 2019 was a member of the Chairman’s Council. His career in financial services began in 2000 where he spent five years as a Financial Advisor with A.G. Edwards & Sons, Inc.
Services:
Wealth management, estate, retirement & executive planning, life insurance, and private & public investments
Specialties:
Liquidity events, complex estate management, alternative investments, concentrated stock, real estate, lending
Languages:
English
Brands:
Robertson Stephens