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Erik Gutierrez
Investment Associate at Manchester Capital Management LLC
About
Erik Gutierrez is an Investment Associate at Manchester Capital Management LLC, based in Santa Barbara, CA. In this role, he assists Wealth Managers with the management and oversight of client portfolios, provides operational support for client services, and conducts investment research. His responsibilities also involve direct engagement across asset allocation and multi-asset portfolio strategies, focusing on the needs of high-net-worth individuals and family offices.
Prior to joining Manchester Capital in 2022, Erik was a Risk Analyst at AppFolio and served as a Senior Credit Risk Analyst at Goldman Sachs, where he analyzed credit risk and supported institutional trading activities. His background provides him with a robust understanding of risk management, equity markets, and credit analysis, which informs his current investment responsibilities.
Erik earned his B.S. in Supply Chain Management from Brigham Young University and is actively pursuing the Chartered Financial Analyst (CFA) designation. His expertise extends primarily to public equities, multi-asset portfolios, and risk management, with sector interests in finance and consumer services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Manchester Capital Management LLC | Investment Associate | Jun 2022 to Present | Multi-Family Office Investment and Wealth Management
Portfolio Management
Investment Research
Investment Analysis
Financial Planning
Reporting
Account Opening and Operations |
| AppFolio, Inc. | Risk Analyst | Jun 2021 to May 2022 | — |
| Goldman Sachs | Senior Credit Risk Analyst | Nov 2017 to Mar 2021 | Credit risk underwriting and counterparty due diligence
Credit exposure monitoring and management
Financial statement analysis
Covenant tracking and breaches remediation
Legal documentation negotiati... |
| L3Harris Technologies | Financial Analyst | Jan 2017 to Nov 2017 | Earned Value Management experienced
Experienced in financial forecasting, reporting, planning, and analysis
Primary financial analyst of a portfolio of government defense contracts
Experienced in SAP ... |
| Honeywell Aerospace | Integrated Supply Chain Intern | May 2016 to Aug 2016 | — |
Education
Brigham Young University
2011 — 2016
Skills & Expertise
Others at Manchester Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
 | Investment Manager | Manchester, VT , United States |
C Cynthia Larson | Investment Associate | West Pawlet, VT , United States |
 | Investment Associate | Charlottesville, VA , United States |
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