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Erica Adler

Investment Associate at Anchor Capital Advisors LLC

Medford, MA , United States

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

OrganizationRoleDate RangeDetails
Anchor Capital AdvisorsInvestment AssociateMar 2008 to Present

Education

Tufts University

2003 2007

Skills & Expertise

Microsoft Office
Research
Investments
Customer Service
Financial Modeling
Financial Analysis
Valuation
Equities
Portfolio Management
Investment Management

Others at Anchor Capital Advisors LLC (18)

NameRoleLocation
A
Andrew Martin
Portfolio Manager, First Vice PresidentBoston, MA , United States
D
Dan Doucette
Vice PresidentBoston, MA , United States
D
David Watson
First Vice PresidentBoston, MA , United States
Jennifer Desisto
Jennifer Desisto
Portfolio Manager/Multi-Asset Class SolutionsBoston, MA , United States
M
Michael Pierre
PMBoston, MA , United States
W
William Hickey
Senior Vice President, PM and AnalystBoston, MA , United States
Alison Goodrich
Alison Goodrich
Vice President - Private Client AdvisorBoston, MA , United States
Church Waesche
Church Waesche
Equity AnalystBoston, MA , United States
Cimc Michael Serchen
Cimc Michael Serchen
Senior Vice President, Director Managed AccountsNew Berlin, WI , United States
Dave Watson
Dave Watson
Senior Vice President, Portfolio Manager and Analyst, PartnerBoston, MA , United States
Showing 1-10 of 18 team members

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