Erica is an Associate Director, Private Wealth Client Services at Cresset. Throughout her years in the financial services industry, she has successfully developed and maintained relationships with her clients by providing them with personalized service.
Prior to joining Cresset, Erica was the Client Relations Manager for Knightsbridge Wealth Management, where she spent over eight years as the primary point of contact for all clients. Her responsibilities also included client onboarding and facilitating new account openings.
Erica earned a Bachelor of Science degree in business administration with a finance emphasis and a psychology minor from Chapman University.
Erica lives in Orange County, CA, where she enjoys reading, working out, and playing with her Golden Retriever, Meadow.