Erica Simios
Client Service Associate
As a Client Service Associate at Gresham, Erica works directly with Advisors to provide ultra-high-net-worth families with comprehensive wealth management solutions.
Erica joined Gresham in 2023 and her role involves working directly with Advisors in delivering wealth management services by organizing meetings, monitoring action items, reviewing reports, developing strategies, collaborating with external experts and preparing presentations.
Prior to Gresham, Erica worked at Savant Wealth Management as a Wealth Transfer Specialist, analyzing high-net-worth clients’ estate plans. She also worked as a Client Service Associate at Savant and Huber Financial Advisors as well.
Outside of work, Erica enjoys staying active, enjoying a variety of music, and exploring everything that Chicago has to offer. She also volunteers at PAWS Chicago, where her love for animals can truly shine.
Education Background
- B.A., Finance & Marketing – Professional Sales, Illinois State University
