Erik L. Jefferson, CFA, CAIA, CWS

346 Commercial St.
Boston, MA, 02109

Erik L. Jefferson, CFA, CAIA, CWS is the Chief Investment Officer for Flagship Harbor Advisors, an independent RIA headquartered in Boston, founded in 2010. In his role Erik oversees the design and implementation of the firm’s CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.  Additionally, Erik is a Managing Partner of TrestleBridge Capital, LLC a boutique financial planning firm offering a concierge wealth management experience to a small number of personal clients.

For the last decade Erik served as a consultant with LPL Financial (NASDAQ: LPLA) initially as a voting member within their asset management division and subsequently as a Regional Vice President where he was a frequent presenter at conferences, promoting the firm’s full suite of holistic planning capabilities.

A graduate of Trinity College in Hartford, CT, Erik earned his Bachelors degree with focus on Economics & Sociology and was an All-NESCAC Offensive Lineman on the Varsity Football Team.  Erik is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Wealth Strategist (CWS), he also holds securities licenses through LPL Financial, including General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65) as well as Life, Accident, and Health insurance licences.

Outside of the office Erik enjoys the occasional round of golf, spending time on the water and most of all exploring the city with his wife MaryAnn, their daughter Dylan and puppy Lewis.  After spending roughly a decade in Boston’s North End, and a brief stay in New Jersey, Erik now resides in Canton, MA with his family.