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Operations

Erick Burtness

CFA®

Business Analyst

Erick Burtness

CFA®

Business Analyst

Biography

Erick came to Plancorp in 2014 with more than eight years of investment experience. A computer engineer by trade and recent West Coast resident, he brings a unique perspective and deeply technical skill set to Plancorp’s operations team.

In his previous role at Auxano Advisors, Erick spearheaded the transition from a manual, Excel-based portfolio rebalancing system to a more sophisticated software. He brings that same pursuit of excellence to his work at Plancorp, where he reviews portfolios, coordinates trading with wealth managers and maintains client account databases.

Even outside the office, Erick keeps a finger on the pulse of tech trends. When he’s not doing research or exploring St. Louis, he enjoys dancing the Lindy hop and following sports at the University of Illinois, his alma mater.

Insights

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