Erin Patak, CFP®

INVESTMENT STRATEGIST

Erin is an Investment Strategist at Mosaic who heads the Investment department and oversees its responsibilities. Her duties include providing strategic investment advice in and out of client meetings, the review and analysis of both public and private investments, collecting and reviewing existing client investment holdings, helping vet outside investment managers, and providing analysis and insight on Mosaic’s model portfolios. Erin took an interesting path towards her role in financial services. Her first ten years were spent as a professional ballerina both for the Houston Ballet as well as troupes in Europe. She then attended Columbia University where she graduated with a Bachelor’s in Financial Economics. During her time at Columbia, she interned at Goldman Sachs where she eventually worked after graduation as a Financial Analyst with the Goldman Sachs Trust Company.

 

Erin has obtained her CFP® certification. In addition, she has completed both the Level 1 and Level 2 of the CFA® program and is a current Level 3 Candidate. She recently returned to her hometown of Houston and joined Mosaic in July 2021.