About
Erica Adler is an Investment Associate at Anchor Capital Advisors LLC in Medford, MA, a position she has held since 2008. In this role, she contributes to the firm's value-oriented investment approach, assisting in the preservation and accumulation of client capital through research, portfolio analysis, and supporting investment strategies for individuals, institutions, and retirement plans.
At Anchor Capital Advisors, Erica is involved in the analysis and management of multi-asset portfolios, with particular exposure to equities and fixed income, given the firm's established expertise in these areas. She collaborates with other team members in the selection and ongoing evaluation of securities, focusing on disciplined, risk-managed investments tailored to the needs of a diverse client base.
Erica graduated from Tufts University in 2007, equipping her with a strong foundational knowledge in finance and analytical skills relevant to investment management. With well over a decade of experience at Anchor Capital Advisors, she is recognized for her commitment to rigorous research and for supporting the firm's mission to provide stable, long-term returns. Her consistent role and longevity at the firm underscore her expertise and reliability in the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anchor Capital Advisors | Investment Associate | Mar 2008 to Present | — |
Education
Tufts University
2003 — 2007
Skills & Expertise
Others at Anchor Capital Advisors LLC (18)
| Name | Role | Location |
|---|---|---|
A Andrew Martin | Portfolio Manager, First Vice President | Boston, MA , United States |
D Dan Doucette | Vice President | Boston, MA , United States |
D David Watson | First Vice President | Boston, MA , United States |
| Portfolio Manager/Multi-Asset Class Solutions | Boston, MA , United States | |
M Michael Pierre | PM | Boston, MA , United States |
W William Hickey | Senior Vice President, PM and Analyst | Boston, MA , United States |
| Vice President - Private Client Advisor | Boston, MA , United States | |
| Equity Analyst | Boston, MA , United States | |
| Senior Vice President, Director Managed Accounts | New Berlin, WI , United States | |
| Senior Vice President, Portfolio Manager and Analyst, Partner | Boston, MA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |