Erin Hynek, CAIA
Erin is an investment analyst with O'Sullivan Creel Wealth Advisors, where he focuses on providing strategic investment advisory services for the firm's clients. Erin conducts investment analysis and research, asset allocation, and comprehensive portfolio management, design and implementation. Erin is a Chartered Alternative Investment Analyst, Series 65 (CAIA) and a Level II candidate in the CFA program.
Since 2002, Erin has worked for F&D Advisors and O'Sullivan Creel Wealth Advisors. Prior to his work with the two firms, Erin worked for Oxford Financial Group, one of the largest fee-only wealth management firms in the nation as an investment analyst. His role involved the hiring, monitoring and negotiation of fees for recommended investment managers. In addition, Erin's responsibilities included asset allocation research, alternative investment research and institutional report writing.
His experience also includes over six years working in various capacities at Charles Schwab. While at Schwab, Erin advised high net worth clients on various complex trading and hedging strategies. Prior to Schwab, Erin worked as a stock broker for Robert W. Baird. He is a graduate of Ball State University, BS in Finance.
T 850.470.5543
F 850.470.5545
ehynek@osullivancreel.com