Chief Operating Officer
CFA®, CAIA, CIMA®, CFS®
Chief Operating Officer
CFA®, CAIA, CIMA®, CFS®
As the Chief Operating Officer at Blue Chip Partners, Erin is responsible for overseeing and optimizing the day-to-day operational functions of the company, organizational effectiveness, and accountability in executing the business plan.
Erin is a holder of the right to use the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst® (CIMA®) and Certified Fund Specialist® (CFS®) designations.
Prior to joining Blue Chip in 2021, Erin spent over 16 years at Plante Moran Financial Advisors, one of the nation’s largest Registered Investment Advisors. At Plante Moran, Erin held a variety of roles within their Investment Research group, including spending the last 11 years as a Senior Analyst helping to build out the firm’s alternative investment capabilities.
Erin graduated from the University of Michigan’s Stephen M. Ross School of Business.
Erin enjoys baking, yoga, cycling, and spending time with family and friends. She is the mother of two children, Norah and Samuel, who bring her tremendous joy.
Dancing. I danced competitively for many years of my childhood. It was so energizing. I loved competing, being in a team setting, and of course, the music and costumes!
My celebrity answer would be Jimmy Fallon. I think laughing hysterically would make this experience much more tolerable!
Teal. Reminds me of the ocean. I find water incredibly calming.
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
Privacy Policy | Terms & Conditions | Disclosures
Copyright © 2024 All rights reserved.
