Erin Patak, CFA, CFP®

Wealth Advisor

Greater Houston

About

Finance professional providing comprehensive wealth management services to ultra-high and high net worth individuals. I began my career in the financial services as a Financial Analyst with Goldman Sachs Private Wealth Management in New York City after earning my Bachelor of Arts in Financial Economics from Columbia University, where I graduated summa cum laude and a member of National Honor Society and Phi Beta Kappa. Prior to finance, I pursued a 10-year international career as a professional ballet dancer, during which I had the opportunity to perform ensemble to principal roles and travel to various countries and continents. Outside of work, I am passionate about and enjoy good food, travel, life-long learning and spending time with my family.

Experience

  • Wealth Advisor at Corient
    May 2025 - Present · 1 yr 3 mos

  • Associate Portfolio Manager at City National Rochdale
    Jun 2023 - Apr 2025 · 1 yr 11 mos

  • Investment Strategist / Department Lead at Mosaic
    Jul 2021 - Jun 2023 · 2 yrs

  • Financial Advisor at Merrill Lynch Wealth Management
    Oct 2019 - Jun 2021 · 1 yr 9 mos

  • Financial Analyst: Private Wealth Management at Goldman Sachs
    Feb 2018 - Jul 2019 · 1 yr 6 mos