About Erik
Serving the Louisville area, Erik provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Erik works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Merrill Lynch Capital Markets - Chicago, IL - Institutional Fixed Income Sales and Trading
National Asset Management - Louisville, KY - Principal
INVESCO - Louisville, KY - Director
TBDC, LLC - Crestwood, KY - Owner and President
Commonwealth Bank & Trust - Louisville, KY - Senior Investment Manager
Paducah Bank & Trust - Louisville, KY - Trust Investment Manager
National Asset Management - Louisville, KY - Principal
INVESCO - Louisville, KY - Director
TBDC, LLC - Crestwood, KY - Owner and President
Commonwealth Bank & Trust - Louisville, KY - Senior Investment Manager
Paducah Bank & Trust - Louisville, KY - Trust Investment Manager
Education
University of Kentucky - Lexington, KY - B.A. in Finance
Indiana University Kelly School of Business - Bloomington, IN - Masters of Business Administration - Finance
Indiana University Kelly School of Business - Bloomington, IN - Masters of Business Administration - Finance
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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