Erin Humphrey

Erin Humphrey is the Manager of the Operations, Client Service team, supporting OCIO and CIS clients with their day-to-day needs, including rebalancing, cash management, capital calls, and subscription documents.

A graduate of the University of Cincinnati, I bring more than 20 years of experience in the finance industry, with prior roles at Great American Financial, Wealth Planning Corporation, and FTJ Fundchoice.

My expertise lies in developing policies, procedures, and workflows that improve efficiency for my team and across the broader organization.