UBS

Visit us at 600 Sun Valley Road, Ketchum, ID 83340. Bank of the West is a trade name of BMO Harris Bank N.A. who provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. BMO Harris Bank N.A. Member FDIC. Equal Housing Lender.

RBC Wealth Management, with over a century of experience, offers trusted advice and comprehensive wealth management solutions to individuals, families, and institutions globally. The firm is dedicated to enhancing clients' financial security by providing a customized approach tailored to address current financial needs and achieve long-term goals. Clients benefit from a wide array of resources and a commitment to prioritizing their interests, which reflects the organization's passion for transforming lives through effective wealth management. Investment and insurance products are available through RBC Wealth Management, emphasizing their focus on building, preserving, and sharing wealth while acknowledging associated investment risks. Generated from the website

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.