Talk to us Meet Erin
What do you enjoy most about wealth management?
Helping others achieve their long-term financial goals by supporting the investment team behind the scenes.
What do you love most about being part of Aspiriant?
The culture and being part of a team that’s passionate about helping others.
What quality of yours makes you best suited to what you do?
I’m naturally curious. I love digging into topics like financial reporting or regulatory changes that impact our funds, and I’m always looking to better understand how everything fits together.
How should people think about their wealth?
As a tool to improve life for yourself and for others.
What do you love to do outside of work?
Anything outdoors depending on the season, traveling and spending time with family and friends.
What would you be doing if you weren’t working at Aspiriant?
Probably pursuing a similar career or going back to business school full-time.
What’s the most influential book you’ve read and why?
The 7 Habits of Highly Effective People. It offers timeless principles that help me grow both personally and professionally.
Bio
Erin joined Aspiriant in 2022 as an Associate and brings more than a decade of experience in the financial services industry. As a Senior Associate in Fund Administration, she plays a key role in supporting the investment team through operational oversight and thoughtful execution.
Prior to joining Aspiriant, Erin spent over five years at UMB Fund Services, where she assisted with financial reporting, regulatory filings and day-to-day operations for a variety of registered investment companies. She began her career there in the transfer agency, giving her a well-rounded view of the investment fund lifecycle from the ground up.
Curious and committed, Erin is passionate about understanding the evolving financial landscape. She keeps a close eye on changes in regulation and reporting standards that may affect Aspiriant’s funds — always working to ensure precision and progress. She finds purpose in contributing to long-term client goals by strengthening the foundation of their investment experience.
Erin earned her Bachelor of Arts degree in Economics from the University of Wisconsin–Madison.
She lives in Wauwatosa, Wisconsin, and enjoys spending time outdoors, especially at the beach. Erin also loves to travel and cherishes time with her family and friends.
