Wealth Management Series: Social Event for those working in RIAs or WM firms
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Wealth Management Series: Social Event for those working in RIAs or WM firms

When: Thursday, July 14th
From 4:30pm unil 7:00pm
Where: Palio D'Asti
640 Sacramento Street
San Francisco, California  94111
United States

Online registration is closed.
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RIA/ Wealth Management Series Social Event
for those working in RIAs or Wealth Management firms

Join us on July 14th for our 2nd Annual CFA RIA/Wealth Management Series Social hour featuring a "Ted Talk" styled presentation by Erika Cramer, Managing Director for Silver Lane Advisors.  Erika will discuss the measures and metrics RIA's and Wealth Managers should focus on in the building stages of their business to ensure a smooth and profitable succession and transition plan.

About our Speaker:

Erika M. Cramer
Partner & Managing Director 
Silver Lane Advisors 

Erika joined Silver Lane Advisors in 2007 and leads the firm’s California office. With over 25 years of investment banking experience, Erika leads and processes mandates involving asset and wealth managers, as well as, conducts capital raises for fintech companies.  In 2003, Erika co-founded Alternative Access Capital, LLC, a private placement firm specializing in marketing and capital raising for hedge funds and fund of funds.

Ms. Cramer was a Senior Vice President of Strategic Development for the U.S. Trust Company. She joined U.S. Trust in 2001, and was responsible for the development and execution of the company’s national expansion plan, including acquisitions, de novo operations and lift-outs. Her role also involved working with the in-house mergers and acquisitions team at Charles Schwab and analyzing cross firm acquisition opportunities.

Previously, Erika spent ten years at Berkshire Capital Corporation.  She left as a Director and Partner and was responsible for mergers, acquisitions, and valuation advisory work in all sectors of the asset management industry.  

Erika currently serves as a Board Director for Atlanta Life Financial Group and serves on the Northern CA committee for the 100 Women in Hedge Funds. She is a volunteer for the March of Dimes and speaks publicly on raising awareness of pre-term labor and preemie development. 

Erika earned an MBA from Pace University and a BA in finance from West Virginia University.  She is also a General Securities Principal.  She has completed four marathons, several triathlons and enjoys skiing, tennis and the ballet.  She is married with two girls and lives in San Anselmo, CA.


Palio D'Asti

640 Sacramento Street

San Francisco, CA 94111



$25 Members

$40 Non-Members

Register Today!


235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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