Erika Schultz

Erika Schultz is a seasoned professional in the field of finance and wealth management, with a strong background in investor relations and executive assistance.

She pursued her Bachelor of Arts in Biology, General, at the State University of New York at Oswego, showcasing her diverse educational background.

With experience at prestigious organizations such as Bryant Asset Management, Provenio Capital, and Lee & Associates Commercial Real Estate Services, Erika has honed her skills in client relations, financial advisory, and administrative support.

Her tenure as Investor Relations at Bryant Asset Management and other roles demonstrates her expertise in providing tailored financial advice and wealth management services to clients, contributing to the success of local families in achieving their financial goals.

Erika Schultz leverages her educational foundation in biology and her professional experience in finance to offer a unique perspective and comprehensive solutions to her clients in the realm of wealth management.