BMO

The Robertson Stephens Sun Valley office aims to transform the wealth management experience for our clients. We are industry veterans who are experienced in partnering with individuals and families so that they can focus on what is most important to them. Driven by innovation, we offer unique solutions that are designed to ensure our clients long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants. We partner with them to develop a comprehensive view of our clients financial goals and aspirations.

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 Chairmans Council. His career in financial services began in 2000 where he spent five years as a Financial Advisor with A.G. Edwards & Sons, Inc.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.