Rich Erwin

Finance

Consumer Services

Profile

Richard Clayton Erwin is the founder of Investors Asset Management, Inc. He worked as a Senior Analyst & Portfolio Manager at Exencial Wealth Advisors LLC from 2013 to 2023.
Erwin holds an MBA from Babson College, which he received in 1978, and an undergraduate degree from Principia College, which he received in 1973.

Former positions of Rich Erwin

Companies	Position	End
Exencial Wealth Advisors LLC Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.	Analyst-Equity	2023-01-31
Investors Asset Management, Inc. Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans.	Founder	2012-12-30

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Training of Rich Erwin

Babson College	Masters Business Admin
Principia College	Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Investors Asset Management, Inc. Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans.	Finance
Exencial Wealth Advisors LLC Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.	Finance