Erin M. Hay, CFA Private Wealth Advisor, Portfolio Manager

“Everything should be made as simple as possible, but no more.”Anonymous (but usually attributed to Albert Einstein)
Portfolio Manager

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, digesting investment research, or interacting with members of the #FinTwit community, he’s busy in the gym and in the kitchen. Other interests include classical piano, trap and skeet shooting and stand-up comedy. Most importantly, he is all #BoomerSooner and regularly travels for OU football games, most notably the annual Red River Shootout in Dallas. 

Follow him on Twitter: @_Erin_Hay

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


  • Chartered Financial Analyst (CFA) charterholder

    Awarded designation of Chartered Financial Analyst by CFA Institute

  • Licensed Financial Professional

    Holds series 7, 63, 86 and 87 licenses