Erik Giard-Chase, former partner at Champlain Investment Partners in Burlington, has joined Westview Investment Advisors, also in Burlington, as portfolio manager and research analyst. In his new role, Giard-Chase will work with Westview’s clients to provide personalized service, targeted investment strategies and customized financial plans. His knowledge of investment data analysis and interpretation will inform his approach.
“Erik is a bright, accomplished financial professional whose insights and expertise are valuable assets to our clients and firm. We are very pleased to have him on board to enhance our client offerings,” said Ben Nostrand, founder and CEO of Westview.
Giard-Chase is a graduate of the University of Vermont, cum laude, and holds a master's degree in political philosophy and law from the University of Chicago. He obtained his Chartered Financial Analyst designation in 2013 and is a member of the CFA Institute as well as the CFA Society of Vermont.
Westview is an independently owned firm providing financial planning and wealth management services to over 140 clients. The firm currently oversees over $160 million in client assets under management.