Erik is a Wealth Planning Associate at the firm.
Prior to joining Ballentine Partners, Erik worked for the Bank of New York Mellon as a Global Income and Tax Specialist. In Erik’s Asset Servicing role, he processed dividend and interest income and filed tax reclaims for large institutional investors. His efforts focused on Swiss and Danish equities and debt securities.
Erik earned a Bachelor of Arts degree in Political Science from Allegheny College where he was active in service and community outreach. Erik served as Philanthropy Chairman in Phi Kappa Psi. His chapter was formally recognized for Philanthropic achievement, effectively bridging the gap between school and surrounding community by providing upwards of 2,000 hours of service per academic year. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Erik is a Finance Committee member for the Congregational Church of Littleton, and spends his free time playing golf, traveling, and boating. He currently resides in Watertown, MA.