Erik N. Larson, CFA, CPA

Managing Director, Platform Channels

Nashville, TN
Erik Larson

Portfolio Management
Asset Allocation
Investment Strategies
Manager Diligence

Erik is a Managing Director, Platform Channels and Principal at The Colony Group. Erik is part of the leadership team for the Platform Channels division. In his role, he manages the integration of the portfolio management, trading, investment, and client service functions. Erik also mentors Portfolio Managers, Wealth Advisers, and other team members. Erik works closely with clients on all aspects of wealth management, particularly focusing on investment strategies, portfolio construction, and client asset allocations.  

Prior to joining the firm, Erik was a Portfolio Manager at InterOcean Capital. Prior to InterOcean, he was a Financial Analyst for Guggenheim Partners and a Senior Associate at PricewaterhouseCoopers. He earned a Bachelor of Arts in Economics from the University of Michigan and a Master of Accounting from the Stephen M. Ross School of Business at the University of Michigan. He is a CFA® charter holder, a member of the CFA® Society of Nashville, and a member of the CFA® Society of Chicago. 

Outside of the office, he enjoys spending time and traveling with his wife and children.