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Erica Cameron

Erica Cameron

Followers of Erica Cameron904 followers
location of Erica CameronCleveland, Ohio, United States

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  • Timeline

  • About me

    Partner at Cerity Partners

  • Education

    • Ohio University

      2000 - 2004
      Finance & MIS

      Activities and Societies: Alpha Kappa Psi, Women's Club Soccer Team

    • John Carroll University

      2009 - 2011
      MBA

  • Experience

    • Spero-Smith Investment Advisers, Inc.

      Jun 2004 - now

      Responsible for project management and coordination of the overall operations of the firm. Assisted in the preparation of the firm’s financial statement and prepared and monitored the budget of the firm. Assisted clients in daily transactions (i.e. withdrawals, account paperwork, etc). Traded equities and fixed income for client and researched financial planning and economic topics.

      • Vice President & Portfolio Manager

        Jan 2013 - now

      • Director of Operations & Portfolio Manager

        Sept 2009 - Dec 2012

      • Manager of Special Projects

        Nov 2006 - Aug 2009

      • Assistant Portfolio Manager

        Jun 2004 - Nov 2006

    • Cerity Partners

      Oct 2016 - now

      • Partner

        Jan 2020 - now

      • Principal

        Oct 2016 - Jan 2020

      • Client Adviser

        Oct 2016 - Jan 2020

  • Licenses & Certifications

    • Certified Financial Planner