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Erik Boe

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Erik Boe

Managing Director / Principal | Robertson Stephens

Ketchum, Idaho, United States

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Erik Boe

Summary

Erik Boe is a seasoned financial professional with over two decades of experience in wealth management and financial advisory. Currently serving as the Managing Director and Principal at Robertson Stephens in Ketchum, Idaho, he is recognized nationally for his exceptional service, having received multiple awards including the Forbes/SHOOK Best-In-State Wealth Advisor. Erik's expertise lies in alternative investments, multi-generational wealth transfer, and portfolio management, making him a trusted advisor for high-net-worth clients. His career began in the tech sector as a Project Manager at Power Engineers, where he specialized in fiber optic and power system projects. Over the years, he transitioned to finance, holding senior positions at RBC Wealth Management and A.G. Edwards & Sons, where he was also a member of prestigious councils. Erik’s commitment to client service and wealth preservation has established him as a leader in the financial advisory industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Erik Boe

Work Experience

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Managing Director / Principal at

Robertson Stephens

June 2019 - Present

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Senior Vice President - Financial Consultant at

RBC Wealth Management

November 2005 - May 2019

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Vice President, Investment at

A.G. Edwards & Sons, Inc.

March 2000 - November 2005

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Project Manager at

POWER Engineers

January 1996 - March 2000

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Erik Boe

Education

College for Financial Planning, Accredited Asset Management Specialist (Aams)

January 2000 - January 2001

University or oregon, Bachelor Of Science (Bs)

January 1988 - January 1992

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What is Erik Boe email address?

Erik Boe's primary email address is ****@rscapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Erik Boe work for?

Erik Boe is a Managing Director / Principal at Robertson Stephens, a company specializing in Securities & Commodity Contracts Intermediation & Brokerage.

Where Erik Boe graduated from?

Erik Boe holds a degree in from College for Financial Planning.

How can I directly contact Erik Boe?

To contact Erik Boe directly, you can use the email address ****@rscapital.com. Complete contact information is available upon registration with Muraena.

Who is Erik Boe?

Erik Boe is a seasoned financial professional with over two decades of experience in wealth management and financial advisory. Currently serving as the Managing Director and Principal at Robertson Stephens in Ketchum, Idaho, he is recognized nationally for his exceptional service, having received multiple awards including the Forbes/SHOOK Best-In-State Wealth Advisor. Erik's expertise lies in alternative investments, multi-generational wealth transfer, and portfolio management, making him a trusted advisor for high-net-worth clients. His career began in the tech sector as a Project Manager at Power Engineers, where he specialized in fiber optic and power system projects. Over the years, he transitioned to finance, holding senior positions at RBC Wealth Management and A.G. Edwards & Sons, where he was also a member of prestigious councils. Erik’s commitment to client service and wealth preservation has established him as a leader in the financial advisory industry.

Erik`s contact details

mail

****@rscapital.com

********@rbcdain.com

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