Rich Erwin founded Investors Asset Management, Inc. (IAM) in 1983, the first investment advisory firm in Plano, Texas. He served as its president and chief investment officer until merging with Exencial, for which he serves as senior analyst/portfolio manager. In this capacity, he focuses on investment analysis, portfolio management, and leads the team that implements Exencial’s SELECT strategy, a methodology for choosing equities with sustainable characteristics. Rich earned a B.A. from Principia College (1973) and an M.B.A. from Babson College (1978). Prior to founding IAM, he spent 10 years in Boston serving a large charitable organization as senior investment analyst, portfolio manager, and trust officer. He was responsible for a security analysis team and the management of sizable institutional portfolios and personal trusts.
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