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 ... (login for more professional bio)