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.
Erik is a Member of the Boston Economic Club and is actively involved with the CFA Society of Boston where he volunteers on their Career Development and Content Committees. Outside of the office Erik enjoys the occasional round of golf and spending time on the water with his wife, their two kids and puppy Lewis. After roughly a decade in Boston’s North End he now resides in Canton, MA.
