Aug 2020 - Present
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Erik Roberts Email & Phone Number
Founder | Wealth Advisor | Purple Heart Veteran | Wharton MBA
at
Infinitus Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder | Wealth Advisor | Purple Heart Veteran | Wharton MBA
Location
Nashville, Tennessee, United States
Who is Erik Roberts? Overview
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Quick answer
Erik Roberts is listed as Founder | Wealth Advisor | Purple Heart Veteran | Wharton MBA at Infinitus Wealth Management, based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Erik Roberts.
Erik Roberts previously worked as Founder and CEO at Infinitus Wealth Management and Equity Research at Thompson Research Group (Trg). Erik Roberts holds Master Of Business Administration - Mba, Finance, Entrepreneurship & Innovation from The Wharton School.
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Infinitus Wealth Management
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Profile bio
About Erik Roberts
Purple Heart Veteran | 2020 Wharton MBA Graduate
Current workplace
Erik Roberts's current company
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6 roles · 18 years
Erik Roberts work experience
A career timeline built from the work history available for this profile.
Equity Research
Thompson Research Group (Trg)
Jun 2018 - Aug 2018
Financial Advisor
2015 - 2018
~3 yrs
Wealth Management Associate
2013 - 2015
~2 yrs
Associate
2009 - 2013
~4 yrs
Recon Infantry Team Leader/ Weapons Squad Leader (101St Airborne Division)
• Received the Purple Heart Medal.• Senior Non-Commissioned Officer that led multiple teams in combat during the height of the Iraq war. • Led a Recon Team that conducted hundreds of raids and reconnaissance missions against enemy combatants.• Received three separate waivers to be promoted earlier than Army regulation allowed.• Fought to capture Bagdad during the initial invasion of Iraq, including the Special Republican Guard Headquarters.•Attended Leaders Recon Course, Special Forces Advanced Urban Combat Course, Infantry School, Airborne School, Air Assault School, and multiple other military schools.
Jul 2002 - Oct 2007
3 education records
Erik Roberts education
Master Of Business Administration - Mba, Finance, Entrepreneurship & Innovation
Bachelor Of Science In Business Administration, Finance
FAQ
Frequently asked questions about Erik Roberts
Quick answers generated from the profile data available on this page.
What company does Erik Roberts work for?
Erik Roberts works for Infinitus Wealth Management.
What is Erik Roberts's role at Infinitus Wealth Management?
Erik Roberts is listed as Founder | Wealth Advisor | Purple Heart Veteran | Wharton MBA at Infinitus Wealth Management.
Where is Erik Roberts based?
Erik Roberts is based in Nashville, Tennessee, United States while working with Infinitus Wealth Management.
What companies has Erik Roberts worked for?
Erik Roberts has worked for Infinitus Wealth Management, Thompson Research Group (Trg), Edward Jones, Merrill Lynch, and Wall Street Warfighters Foundation.
How can I contact Erik Roberts?
You can use AeroLeads to view verified contact signals for Erik Roberts at Infinitus Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Erik Roberts attend?
Erik Roberts holds Master Of Business Administration - Mba, Finance, Entrepreneurship & Innovation from The Wharton School.
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