Erika Krohomer

Firm Associate at iCapital LLC

Role: Firm Associate at Icapital, Llc
Location: Boston, MA, US
LinkedIn followers: 500 followers

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Experience

Firm Associate
Icapital, Llc
Aug 2024 — Present · Boston, MA, US
Responsible for overseeing client onboarding and retirement plan management, conducting retirement plan participant meetings and educational sessions, preparing financial plans, generating quarterly client reports, and managing various other aspects of iCapital\'s client services.

Education

Western Connecticut State University
Bachelors of Finance, Investments & Markets
2020 — 2022
Florida State University
Finance, General

Contact information

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Work email
•••••@icapllc.us
Personal email
•••••@•••••.com
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Current company

Icapital, Llc

Financial Services · 26 employees · Boston, United States

iCapital is a fiduciary consultant providing comprehensive, fee-based investment management and high-touch service to qualified retirement plans. The firm operates on three fundamental principles: independence, integrity and innovation. These principles are incorporated into all of the firm’s practices as well as management of client assets. iCapital’s investment philosophy is firmly rooted in the Nobel-prize winning tenets of Modern Portfolio Theory (MPT), which espouses that for any given level of risk there is a portfolio that generates the optimum rate of return. As an acknowledged qualified fiduciary adviser, iCapital monitors client needs and provides them with access to the appropriate combination of financial, ERISA and technology resources. The firm recently obtained certification from the Centre for Fiduciary Excellence (CEFEX), an independent global assessment and certification organization.

icapllc.us

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Experience

Firm Associate

Education

Western Connecticut State University

Florida State University

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