Erik Jefferson, Cfa, Caia, Cws Email and Phone Number
Erik Jefferson, Cfa, Caia, Cws work email
- Valid
- Valid
- Valid
Erik Jefferson, Cfa, Caia, Cws personal email
- Valid
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.
-
Treasurer, Member Board Of DirectorsThe Ponkapoag CivicCanton, Ma, Us
-
Committee MemberCfa Society Boston Sep 2023 - PresentBoston, Massachusetts, Us
-
Chief Investment Officer, Flagship Harbor Advisors & Managing Partner Trestlebridge CapitalFlagship Harbor Advisors Sep 2021 - PresentBoston, Ma, Us -
Vice President, Regional Advisory ConsultantLpl Financial 2018 - Sep 2021San Diego, Ca, Us -
Avp, Regional Advisory ConsultantLpl Financial 2016 - 2018San Diego, Ca, Us
-
Advisory ConsultantLpl Financial 2015 - 2016San Diego, Ca, UsConsultant 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, regional training workshops, business development events and national conferences to promote the full scope of Advisory platform capabilities, tools and resources.
-
Research AssociateLpl Financial 2012 - 2015San Diego, Ca, UsImplement 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 conferences to raise awareness and drive adoption of Research capabilities
-
Research AnalystBrighton House Associates 2010 - Feb 2012Boston, Massachusetts, UsManaged 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 review of marketing materialsAuthor of weekly newsletter articles and Quarterly Research Report; both publications distributed to over 30,000 subscribers throughout the alternative investment community -
Client Service AssociateThe Hanover Insurance Group 2008 - 2010Utilized 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 -
InternLandmark Partners 2008 - 2008Conducted due diligence on private real estate funds for Landmark Real Estate Equity Fund IV a $350 million global multi-strategy fund-of-funds
Erik Jefferson, Cfa, Caia, Cws Skills
Erik Jefferson, Cfa, Caia, Cws Education Details
-
Trinity College-HartfordSociology -
The Institute At Palazzo RucellaiSummer Economics Program
-
Longmeadow High School, Ma
Frequently Asked Questions about Erik Jefferson, Cfa, Caia, Cws
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 current company?
Erik Jefferson, Cfa, Caia, Cws's current role is Treasurer, Member Board of Directors.
What is Erik Jefferson, Cfa, Caia, Cws's email address?
Erik Jefferson, Cfa, Caia, Cws's email address is er****@****lpl.com
What schools did Erik Jefferson, Cfa, Caia, Cws attend?
Erik Jefferson, Cfa, Caia, Cws attended Trinity College-Hartford, The Institute At Palazzo Rucellai, Longmeadow High School, Ma.
What are some of Erik Jefferson, Cfa, Caia, Cws's interests?
Erik Jefferson, Cfa, Caia, Cws has interest in Skiing, Economic Empowerment, Education, Squash, Golf, Sporting Events.
What skills is Erik Jefferson, Cfa, Caia, Cws known for?
Erik Jefferson, Cfa, Caia, Cws has skills like Alternative Investments, Bloomberg, Hedge Funds, Asset Management, Real Estate Investment, Etfs, Salesforce.com, Crm, Investor Relations, Business Development, Mutual Funds, Series 7.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial