Erik Jefferson
Chief Investment Officer, Flagship Harbor Advisors & Managing Partner, TrestleBridge Capital
- Role
- Chief Investment Officer, Flagship Harbor Advisors & Managing Partner Trestlebridge Capital at Flagship Harbor Advisors
- Location
- Canton, MA, US
- LinkedIn followers
- 500 followers
About Erik Jefferson
After spending nearly a decade as an investment and planning consultant with LPL Financial (NASDAQ: LPLA) I joined TrestleBridge Capital in order to make a greater impact, working with a smaller number of clients. Additionally, I serve as the Chief Investment Officer for our affiliate organization Flagship Harbor Advisors, an SEC Registered independent RIA. Founded in 2010, Flagship currently supports roughly sixty financial advisors and $3B in client assets. Disclosures Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and TrestleBridge Capital are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Chief Investment Officer, Flagship Harbor Advisors & Managing Partner Trestlebridge Capital
Sep 2021 — Present · Canton, MA, US
Education
Trinity College-Hartford
BA, Economics, Sociology
2004 — 2008
The Institute at Palazzo Rucellai
Summer Economics Program
2007 — 2007
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