Highlights
Chartered Market Technician (CMT) charterholder
Awarded designation of Chartered Market Technician (CMT) by the CMT Association
Chartered Financial Analyst (CFA) charterholder
Awarded designation of Chartered Financial Analyst by CFA Institute
Features in the Press
Featured in Advisor Magazine, The Street and Bloomberg Tax
Forbes “Top Next Generation Financial Advisor”
Named a “Top Next Generation Financial Advisor” by Forbes in 2023
Se criteria/ ranking methodology
A graduate of the University of Oklahoma, Erin began his investment management career with J.P. Morgan Private Bank. There, he worked with portfolio managers, traders and asset class specialists to bring tailored investment solutions to his team’s high net worth clients. However, intellectual curiosity would dictate both a change in geography and job description.
Here in Washington D.C., Erin landed a job in sell-side equity research, working alongside a team of senior analysts at Compass Point Research & Trading. There, he covered a wide variety of companies within the financial sector, including small cap banks, commercial aircraft leasing, intermodal container leasing and commercial mortgage REITs. Erin’s experience with high net worth clients and investment solutions, paired with the intellectual rigor of equity research, makes him uniquely qualified to craft portfolio solutions and communicate complex investment topics to Monument’s clients. He loves diving into “wonky” ideas and the vagaries of the market, but takes pride in never missing the forest for the trees.
When he’s not caring for client portfolios or digesting investment research, he’s busy in the gym and kitchen, and playing with his adopted lab, Blizzy, at their home in Austin, TX. Other interests include trap and skeet shooting and traveling for University of Oklahoma football games.
Contact Erin to:
- Ask questions about your investments and performance
- Gain insight on investments and the current economy
- Place a trade in your account
- Ask questions about your investment reports
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC (“Monument”)), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
