Erik Tozzi Email & Phone Number

Managing Director, Senior Wealth Advisor @ Truist Wealth

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Erik Tozzi Location

New York, NY, US

Erik Tozzi Work

2021 - now Managing Director, Senior Wealth Advisor @ Truist Wealth
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2018 - 2021 Managing Director, Senior Wealth Advisor @ SunTrust Private Wealth
2000 - 2018 Managing Director @ J.P. Morgan

Erik Tozzi Education

Columbia Business School
MBA (Finance)
1999 - 2000
University of Pennsylvania
BA (History)
1987 - 1991
Phillips Academy
1983 - 1987

University of Oxford
St. David's

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Erik Tozzi Skills

Estate Planning
Family Governance
Investments

Equities
Hedge Funds
Private Equity
Fixed Income
Alternative Investments
Portfolio Management
Microsoft Office

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Erik Tozzi Summary

Erik Tozzi, based in New York, NY, US, is currently a Managing Director, Senior Wealth Advisor at Truist Wealth. Erik Tozzi brings experience from previous roles at SunTrust Private Wealth and JPMorgan Private Bank. Erik Tozzi holds a 1999 - 2000 MBA in Finance @ Columbia Business School. With a robust skill set that includes Estate Planning, Family Governance, Investments, Equities, Hedge Funds and more. Erik Tozzi has 2 emails and 2 mobile phone numbers on RocketReach.

Erik Tozzi Emails

Found 2 emails

Erik Tozzi Phone Numbers

Found 6 phone numbers

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Managing Director and Senior Wealth Advisor at Truist Wealth

Boca Raton, FL, US
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Margaret Wright

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Atlanta, GA, US
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