Erik Einertson Cfa, Caia

Erik Einertson, CFA, CAIA, has a diverse work experience spanning over two decades. Currently serving as the Chief Investment Officer at Bank of Stockton since 2022, Erik's previous roles include Director of Alternatives and Solutions Product Management, Vice President at Franklin Templeton Investments, where they led product management and development for multi-asset and alternatives strategies. Prior to that, they were a Vice President at Wilshire Associates, managing client service strategies and risk management for traditional multi-asset clients and hedge fund accounts. Erik also worked at First Quadrant as a Consultant Relations lead for North America and select global accounts, providing counsel to institutional consultants and identifying investment opportunities. Before their career in finance, Erik held positions such as Legislative Director for Congresswoman Heather Wilson and Deputy Press Secretary for Senator Chuck Hagel. Erik holds the esteemed professional designations of CFA and CAIA.

Erik Einertson, CFA, CAIA holds an MBA in Investments and Banking from the University of Notre Dame - Mendoza College of Business, which they obtained from 2000 to 2002. Prior to this, they completed their BA in Economics at Dana College. Erik also attended Meito High School, and earlier on, they pursued an AA in Economics at Waldorf College.