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Erica BlomgrenVice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Erica joined CAPTRUST in 2016 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries while building relationships and meeting client needs in the institutional retirement market. Erica helps 401(k) and 403(b) plan sponsors manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management. Prior to joining the firm, Erica worked in New York City on the investment research teams at ShearLink Capital and JAT Capital, and has worked in the industry since 2008.

EDUCATION

  • Bachelor of Science degree in business administration from the University of North Carolina at Wilmington

AWARDS AND RECOGNITION

  • 2016 and 2017 NAPA Top Women Advisors Rising Star

Personal Profile

Hometown:
Greensboro, NC
Favorite Book or Movie:
The Art of Racing in the Rain; Rudy
Ideal Dinner Guest:
My late grandfather, Maya Angelou, and Pele
Words to Live By:
Courage is resistance to fear, mastery of fear - not absence of fear
Qualities I Admire in People:
Integrity, humility, and perserverance