Erik K. Morgan

Working at Freestone for over twenty years, Erik has provided investment and financial advice to some of the Northwest's most successful entrepreneurs and corporate executives. In addition to working with the clients, Erik served as President of the firm from 2006 through 2020 helping grow the business to more than $6B in managed assets. During this time the firm developed capabilities in Real Estate, Private Equity, Private Debt and Structured Credit in addition to traditional strategies. Currently he serves on the investment committee and is a member of the firm's Board of Directors. Erik joined Freestone after working at Arthur Andersen where he attained the title of Senior Manager within the Private Client Services (PCS) group. At Andersen, he was responsible for the launch and growth of the firm's Investment Advisory Services practice in Washington, Oregon, Idaho and Northern California. In that capacity, Erik worked with affluent clients to build and implement diversified investment portfolios and coordinated wealth management plans. Prior to his time at Arthur Andersen, he was with The Rainier Group in Seattle where he focused on investment management and estate planning.

Erik has been recognized by Barron's as the top Financial Advisor in Washington State from 2013-2015 and from 2017-2020. Barron's also ranked Erik as one of the top 100 Independent Financial Advisors in the country from 2010-2020.

Erik served on the Board of Trustees and Chair of the Finance Committee for Eastside Catholic School and was active in YPO from 2006-2019.

Though Erik was born in Seattle, he attended High School in Eastern Ontario, Canada, and returned to Washington in 1987. Erik earned a B.A. in Business Administration from Washington State University and started his career in 1991.