Erik Putnam serves as a Lead Relationship Manager at Geller Advisors. In his role, Erik is responsible for delivering wealth management advice and guidance to clients, while also effectively managing client relationships.
With eleven years of experience, Erik has in-depth knowledge of wealth management. Prior to joining Geller Advisors, Erik was the Senior Vice President and client advisor at Bessemer Trust Company, a private firm that provides wealth management services to over 2,500 families and oversees more than $100 billion in assets.
Erik graduated with an MBA in Economics and Finance from New York University Stern School of Business. Erik is a Certified Trust and Financial Advisor and holds a Financial Industry Regulatory Authority, Inc. Series 3, 7, and 63 license.
Contact Erik at firstname.lastname@example.org.