Employee Profile
Richard Erwin



Sr. Analyst/Portfolio Manager

Rich Erwin founded IAM, the first investment advisory firm in Plano, Texas. He served as its President and Chief Investment Officer until merging with Exencial.
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, MA 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.

In his current role, Rich again is focusing on his favorite areas of activity -- investment analysis, portfolio management, and mentoring in the S.E.L.E.C.T. security analysis process he developed.

Rich has been active in the local community and beyond serving on boards and committees for non-profit and service organizations. His personal interests include fishing, bicycling, hiking, boating, gardening, church work, family and friends. He has been married to his wife, Susan, for over 30 years and has two adult children.


Advisor Team

Investment Team