Erik L. Jefferson CFA, CAIA, CWS
After spending nearly a decade as an investment and planning consultant with LPL Financial (NASDAQ: LPLA) Erik joined TrestleBridge Capital in order to make a greater impact, working with a smaller number of clients. Erik serves as the Chief Investment Officer for their affiliate organization Flagship Harbor Advisors, an SEC Registered independent RIA. Founded in 2010, Flagship currently supports roughly sixty financial advisors and $2B in client assets.
A graduate of Trinity College in Hartford, CT, Erik earned his Bachelor’s degree with a focus in Economics & Sociology and was an All-NESCAC Offensive Lineman on the Varsity Football Team. He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) Certified Wealth Strategist (CWS), and holds the Series 7, 63 & 65 securities licenses through LPL Financial.
Outside of the office Erik enjoys the occasional round of golf, being near the water and most of all spending time with his wife MaryAnn, their two kids and dog Lewis. Having spent roughly a decade in Boston’s North End he now resides in Canton, MA.