Erik Roberts
Founder and CEO at Infinitus Wealth Management | Nashville, Tennessee, United States
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Erik Roberts, a Purple Heart Veteran and 2020 Wharton MBA graduate, serves as the Founder and CEO of Infinitus Wealth Management, where he leverages his extensive expertise in wealth management to guide clients through the complexities of financial planning and investment strategies. With a strong foundation in financial analysis and risk management, Erik has cultivated a reputation for delivering tailored solutions that align with his clients' unique financial goals. His commitment to excellence is reflected in his hands-on approach to wealth advisory, where he utilizes advanced financial modeling techniques and equity research to identify lucrative investment opportunities.
At Infinitus Wealth Management, Erik is currently spearheading key projects aimed at enhancing client engagement and optimizing portfolio performance. His leadership is characterized by a focus on innovative strategies that integrate cutting-edge technology, including Bloomberg analytics, to provide clients with real-time insights into market trends. Erik's proficiency in sales and management further empowers his team to build lasting relationships with clients, ensuring that their financial aspirations are met with personalized service and expert guidance.
As a veteran, Erik brings a disciplined perspective to the financial industry, emphasizing the importance of integrity and trust in wealth management. His journey from military service to the financial sector exemplifies his resilience and dedication, making him a sought-after advisor for individuals and families looking to secure their financial futures. Under his stewardship, Infinitus Wealth Management is poised to redefine the standards of client service in the wealth management landscape.
Founder and CEO at Infinitus Wealth Management in August 2020 to Present
Equity Research at Thompson Research Group (TRG) in June 2018 to August 2018
Financial Advisor at Edward Jones in January 2015 to January 2018
Wealth Management Associate at Merrill Lynch in January 2013 to January 2015
Associate at Wall Street Warfighters Foundation in January 2009 to January 2013
Recon Infantry Team Leader/ Weapons Squad Leader (101st Airborne Division) at US Army in July 2002 to October 2007
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Leadership
Portfolio Management
Investment Analysis
Sales
Risk Management
Investments
Investment Management
Financial Analysis
Financial Advisory
Management
Leadership Development
Team Leadership
Financial Modeling
Asset Management
Retirement Planning
Financial Services
Analytical Skills
brokerage
wealth management
Equity Research
Relationship Building
Investor Relations
Microsoft Excel
Company Valuation
Strategy
Bloomberg
Entrepreneurship
Research
Investment Valuation
Value Investing
Teamwork
Public Speaking
Microsoft Office
Microsoft Word
Microsoft PowerPoint
Data Analysis
Finance
Executive Management
Alternative Investments
Investment Strategies
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Discover more about Infinitus Wealth ManagementWhat is Erik Roberts email address?
Email Erik Roberts at [email protected]. This email is the most updated Erik Roberts email found in 2026.
How to contact Erik Roberts?
To contact Erik Roberts send an email to [email protected]. (updated on October 29, 2024)
What company does Erik Roberts work for?
Erik Roberts works for Infinitus Wealth Management
What is Erik Roberts's role at Infinitus Wealth Management?
Erik Roberts is Founder and CEO
What is Erik Roberts's Phone Number?
Erik Roberts's phone (901) ***-*341
What industry does Erik Roberts work in?
Erik Roberts works in the Financial Services industry.
Erik Roberts Email Addresses
Erik Roberts Phone Numbers
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