Erik Haven

Director - Investments

As Director of Investments, Erik manages the firm’s data systems, encompassing Reporting, CRM, and Billing. Erik has more than 22 years of experience specializing in financial reference data and portfolio design. While at the firm, Erik has introduced Power BI to help streamline multiple processes. In addition to holding the CFA designation, Erik holds a Master of Business Administration from the UCLA Anderson School of Management, is a member of the CFA Institute, and the Orange County CFA Society.


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