Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Chicago
Client Advisory
Erica is a Principal in the Chicago office. She is responsible for delivering investment and planning services to clients.
Prior to joining Cerity Partners, Erica was a Client Service Manager at Sheridan Road Financial servicing over 200 accounts for high-net-worth families, foundations, and retirement plans. In her role, she worked in portfolio analysis, insurance oversight, managing client requests and various marketing efforts.
Q:
Why is Wealth Management important, especially today?
Why are we managing your financial life if we don’t have a plan? We want to know how to manage your assets to ensure you can accomplish the goals and objectives of your life. So we start with the goals and objectives and solve for the investment management. The plan is key.
What kind of clients work best for you?
The more complex the better. I thrive in getting into the details and taking a multi-prong approach to deliver solutions to our clients. Often this involves exploring multiple possible solutions to see which is best for the clients.
What do you do in your personal life that helps you help your clients?
I am a runner. This is my time to get away from a screen, breath fresh air, and clear my head. This helps my clients get the best version of me with less stress and greater patience to work through their unique financial concerns.
What does the world need now more than anything?
Compassion. Everyone needs to feel compassion from others and for others. We all deserve a little grace here and there.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
