Erik has over 30 years of experience delivering financial planning, income tax and estate planning advice. As Managing Wealth Advisor for the Los Angeles region of Northern Trust, Erik leads the Advisory and Wealth Strategies teams. He also specializes in the development and implementation of financial, estate and tax plans for ultra-high net worth individuals, business owners, senior executives and wealthy families. He has been a featured speaker at national, regional and local events and symposiums. He was faculty for the 49th Annual Heckerling Institute on Estate Planning in 2015 and has published numerous articles and research papers on planning topics. He is also a Chartered Financial Consultant (ChFC). Prior to joining Northern Trust, Erik was with J.P. Morgan as an Executive Director and Wealth Strategist and prior to that a Director with Bernstein Global Wealth Management. 

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