Erik Bjerke is a founder and vice chairman of OpenArc. Erik has been in the business almost 30 years and today advises on assets and liabilities of more than $100 billion for approximately 100 public companies (including some of the world’s most recognizable brand names) and their executives, ...more

Erik Bjerke is a founder and vice chairman of OpenArc. Erik has been in the business almost 30 years and today advises on assets and liabilities of more than $100 billion for approximately 100 public companies (including some of the world’s most recognizable brand names) and their executives, founding families, and retirees. He is committed to delivering high-touch, personalized service to meet the needs of individual and institutional clients based throughout the United States and other parts of the world. He previously worked as a managing director for Merrill Lynch Bank of America for many years, as he built his career and clients from the ground up. As lead of the Family Office and High Net Worth group, Erik focuses on integrated, multi-variable financial strategies. He approaches each high net worth client family as he would a complex corporate institution, marshalling the sophisticated resources of OpenArc for dynamic decision making in an environment of volatile financial markets and a rapidly changing world. He endeavors to help the families he serves grow and retain their wealth for three or more generations, a status achieved by only 10 percent of high net worth families. Erik is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® (CIMA®) designation.less