Treasurer, Member Board Of Directors
The Ponkapoag Civic
AeroLeads people directory · profile
Erik Jefferson, Cfa, Caia, Cws Email & Phone Number
Treasurer, Member Board of Directors
at
The Ponkapoag Civic
1 work email found
@flagshipharbor.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Treasurer, Member Board of Directors
Location
Canton, Massachusetts, United States
Who is Erik Jefferson, Cfa, Caia, Cws? Overview
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Quick answer
Erik Jefferson, Cfa, Caia, Cws is listed as Treasurer, Member Board of Directors at The Ponkapoag Civic, based in Canton, Massachusetts, United States. AeroLeads shows a work email signal at flagshipharbor.com and a matched LinkedIn profile for Erik Jefferson, Cfa, Caia, Cws.
Erik Jefferson, Cfa, Caia, Cws previously worked as Committee Member at Cfa Society Boston and Chief Investment Officer, Flagship Harbor Advisors & Managing Partner TrestleBridge Capital at Flagship Harbor Advisors. Erik Jefferson, Cfa, Caia, Cws holds Ba, Economics, Sociology from Trinity College-Hartford.
Company email context
Email format at The Ponkapoag Civic
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*@flagshipharbor.com
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AeroLeads found 1 current-domain work email signal for Erik Jefferson, Cfa, Caia, Cws. Compare company email patterns before reaching out.
Profile bio
About Erik Jefferson, Cfa, Caia, Cws
Securities offered through LPL Financial, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and TrestleBridge Capital are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Alternative Investments, Bloomberg, Hedge Funds, Asset Management, and 11 others.
Current workplace
Erik Jefferson, Cfa, Caia, Cws's current company
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10 roles · 18 years
Erik Jefferson, Cfa, Caia, Cws work experience
A career timeline built from the work history available for this profile.
Committee Member
Current
Sep 2023 - Present
Chief Investment Officer, Flagship Harbor Advisors & Managing Partner Trestlebridge Capital
Current
Sep 2021 - Present
Vice President, Regional Advisory Consultant
2018 - Sep 2021
Avp, Regional Advisory Consultant
2016 - 2018
~2 yrs
Advisory Consultant
Consultant to financial advisors in the Northeast Territory where I provide assistance with portfolio design, asset acquisition and retention strategies and participate in individual meetings with prospects and clients. In addition, I am actively involved with advisor training initiatives, including conference calls, study groups and lunch meetings.
2015 - 2016
~1 yr
Research Associate
Implement targeted campaigns to raise awareness for Research events, publications and new product launches; including an alternative income strategy.Support investment portfolios and influence changes by discussing outlook for capital markets, model positioning and attribution and recommended mutual fund, ETF and alternative funds Host due diligence.
2012 - 2015
~3 yrs
Research Analyst
Managed relationships with global family offices and institutional investors to determine alternative investment allocations and communicated results to fund managers subscribing to the BHA serviceProvided marketing support to eight clients by providing customized leads, identify prospects for upcoming road shows, vetting of conference attendee lists and a.
2010 - Feb 2012
Client Service Associate
Utilized insurance software to assist nationwide partner agents to determine risk eligibility, quote premium, process endorsements and customer service for personal and commercial lines of business
2008 - 2010
~2 yrs
Intern
Landmark Partners
Conducted due diligence on private real estate funds for Landmark Real Estate Equity Fund IV a $350 million global multi-strategy fund-of-funds
2008 - 2008
3 education records
Erik Jefferson, Cfa, Caia, Cws education
Ba, Economics, Sociology
Trinity College-Hartford
Summer Economics Program
The Institute At Palazzo Rucellai
Education record
Longmeadow High School, Ma
FAQ
Frequently asked questions about Erik Jefferson, Cfa, Caia, Cws
Quick answers generated from the profile data available on this page.
What company does Erik Jefferson, Cfa, Caia, Cws work for?
Erik Jefferson, Cfa, Caia, Cws works for The Ponkapoag Civic.
What is Erik Jefferson, Cfa, Caia, Cws's role at The Ponkapoag Civic?
Erik Jefferson, Cfa, Caia, Cws is listed as Treasurer, Member Board of Directors at The Ponkapoag Civic.
What is Erik Jefferson, Cfa, Caia, Cws's email address?
AeroLeads has found 1 work email signal at @flagshipharbor.com for Erik Jefferson, Cfa, Caia, Cws at The Ponkapoag Civic.
Where is Erik Jefferson, Cfa, Caia, Cws based?
Erik Jefferson, Cfa, Caia, Cws is based in Canton, Massachusetts, United States while working with The Ponkapoag Civic.
What companies has Erik Jefferson, Cfa, Caia, Cws worked for?
Erik Jefferson, Cfa, Caia, Cws has worked for The Ponkapoag Civic, Cfa Society Boston, Flagship Harbor Advisors, Lpl Financial, and Brighton House Associates.
How can I contact Erik Jefferson, Cfa, Caia, Cws?
You can use AeroLeads to view verified contact signals for Erik Jefferson, Cfa, Caia, Cws at The Ponkapoag Civic, including work email, phone, and LinkedIn data when available.
What schools did Erik Jefferson, Cfa, Caia, Cws attend?
Erik Jefferson, Cfa, Caia, Cws holds Ba, Economics, Sociology from Trinity College-Hartford.
What skills is Erik Jefferson, Cfa, Caia, Cws known for?
Erik Jefferson, Cfa, Caia, Cws is listed with skills including Alternative Investments, Bloomberg, Hedge Funds, Asset Management, Real Estate Investment, Etfs, Salesforce.Com, and Crm.
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