Erik Boe, Robertson Stephens
Ketchum, Idaho, United StatesErik Boe, Robertson Stephens
- Erik Boe is a Managing Director and Principal at Robertson Stephens
- Works closely with clients’ portfolio management needs and provides comprehensive wealth management solutions
- Named to Barron's Top 1200 Advisors list in 2019, as well as the 2019 & 2021 Forbes/Shook ‘Best in State’ Advisor list
- Prior to joining Robertson Stephens was Senior Vice President – Financial Advisor / Senior Portfolio Manager with RBC Wealth Management; Partner in KBB Investment Group & member of Chairman’s Council for 14 years; Financial Advisor with A.G. Edwards & Sons, Inc. for 5 years
- Served on the board of Idaho Conservation League, Environmental Resource Center and YMCA of Wood River Valley finance committee
- Currently serves on Galena Trails Advisory Board and Treasurer/Board Member of Sun Valley Community SPUR Foundation
- Earned Bachelor of Science degree from University of Oregon
- Lives in Sun Valley area since 1993
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