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.
Erica earned her Bachelor of Arts in Sociology, Anthropology, and Spanish from Lake Forest College and earned her CFP® certification at DePaul University in Chicago, IL.
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