Serving as senior vice president and chief operating officer of Asset Management Services (AMS), Erik is responsible for managing many of the department’s functional areas including operations, research, risk management, finance/billing and administration. Erik also prioritizes and directs numerous revenue growth and margin improvement initiatives.
A 27-year veteran of Raymond James, Erik returned to AMS in 2014 after serving as senior vice president and chief operating officer of the Raymond James & Associates Private Client Group (PCG). Previously, he provided senior leadership within AMS as vice president of finance and administration. Erik began his career with the company as an internal auditor immediately after completing graduate school in 1991. He has also worked in various financial positions under the direction of both the chief financial officer and controller of the parent company, Raymond James Financial.
Erik is a member of the AMS investment committee, the Raymond James operating committee, serves as a board member for two of Raymond James’ international subsidiaries, as well as the Raymond James Charitable Endowment Fund Board. He received both a bachelor’s degree in finance and a master’s degree in business administration from Florida State University.
A St. Petersburg native, Erik currently resides in St. Pete Beach with his wife, Wendy, and their three children.