Erik W. Gudim

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Finance

Consumer Services

Profil

Erik W.
Gudim worked as a Principal at LPL Financial Holdings, Inc. He then worked as a Research & Operations Analyst at Back Bay Financial Group, Inc. from 2007 to 2012.
After that, he worked as a Research & Operations Analyst at Modera Wealth Management LLC.
Gudim holds an undergraduate degree from Muhlenberg College and a graduate degree from Maastricht University.

Ehemalige bekannte Positionen von Erik W. Gudim

Unternehmen	Position	Ende
Back Bay Financial Group, Inc. Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston	Analyst-Equity	28.12.2012
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Analyst-Equity	-
LPL FINANCIAL HOLDINGS INC.	Corporate Officer/Principal	-

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Ausbildung von Erik W. Gudim

Muhlenberg College	Undergraduate Degree
Maastricht University	Graduate Degree

Erfahrungen
Besetzte Positionen

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Beziehungen

Beziehungen ersten Grades

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Unternehmensverbindungen

Börsennotierte Unternehmen	1
LPL FINANCIAL HOLDINGS INC.	Finance

Private Unternehmen	2
Back Bay Financial Group, Inc. Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston	Finance
Modera Wealth Management LLC Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.	Finance