Erik brings nearly two decades of professional experience in the financial services industry, spanning both institutional and boutique investment management environments. He is the Founder and Chief Investment Officer of Blue Slate Investment Management, a Vermont-based independent registered investment advisory firm serving individuals, families, and institutions. Erik holds undergraduate degrees in Mathematics and Philosophy from the University of Vermont and a Master of Arts from the University of Chicago, where he studied political philosophy and law. He earned the Chartered Financial Analyst® (CFA) designation in 2013 and is a member of both CFA Institute and the CFA Society of Vermont.
Deeply committed to community service, Erik has served as a Circles of Support and Accountability (CoSA) member, supporting the successful reintegration of formerly incarcerated individuals. He lives in Shelburne, Vermont with his wife, Catherine, and their two daughters. Outside of work, Erik enjoys reading, playing piano, cycling, fly fishing, and spending time outdoors with his family.
