Erik Nilsson, Analyst

“I think it’s very important to have a feedback loop, where you’re constantly thinking about what you’ve done and how you could be doing it better.”

 

Erik joined the Persium team in 2018 as an Analyst with a focus on portfolio management and asset allocation. He is responsible for handling fund analysis and commentaries, summarizing key performance indicators to clients, and preparing retirement plan and investment advisory reports. He is also a member of the Investment Committee that performs in-depth analysis of all retirement plan and asset management securities.

Before moving to Persium, Erik spent time at one of the top five credit unions in Georgia, where he oversaw a variety of credit card products and managed the products’ associated credit risk.

Erik graduated from the University of Georgia’s Terry College of Business with a BBA in Finance. During his tenure at UGA, he was a goaltender with the Division III Ice Hockey team. Erik is currently pursuing the title of Chartered Financial Analyst through the CFA Institute.

A Georgia resident for his entire life, Erik still finds time to celebrate his parents’ northern roots by participating in hockey and lacrosse leagues. During the weekends you can find him either on a rink, investigating local landmarks, or in Athens for any number of UGA athletic events.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.