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Sierra Investment Management Logo

The Sierra Investment Team

Over 160+ years of combined experience.

The Sierra Investment Team

Over 100+ years of combined experience.

Erik Morris, Chief Compliance Officer

Erik Morris, IACCP®

Chief Compliance Officer

Erik Morris serves as Chief Compliance Officer for Sierra Investment Management, Inc., Ocean Park Asset Management, Inc., and Ocean Park Asset Management, LLC. He is responsible for the oversight, implementation, maintenance, monitoring, and testing of the compliance programs for all three entities.

Erik’s 20 years of experience in the financial services and wealth management industry include leadership positions at KORE Private Wealth, LLC; Corient Private Wealth, LLC; Cipperman Compliance Services, LLC; Asset Planning Services, Ltd., and Lockwood Advisors.

Erik earned a B.A. in both Economics and International Relations from Lehigh University and a M.S. in Financial Services from St. Joseph’s University. He is an Investment Adviser Certified Compliance Professional (IACCP®), as well as a Six Sigma Green Belt, and has a Professional Certificate in Project Management from Villanova University.

Erik Morris, Chief Compliance Officer

Erik Morris, IACCP®

Chief Compliance Officer

Erik Morris serves as Chief Compliance Officer for Sierra Investment Management, Inc., Ocean Park Asset Management, Inc., and Ocean Park Asset Management, LLC. He is responsible for the oversight, implementation, maintenance, monitoring, and testing of the compliance programs for all three entities.

Erik’s 20 years of experience in the financial services and wealth management industry include leadership positions at KORE Private Wealth, LLC; Corient Private Wealth, LLC; Cipperman Compliance Services, LLC; Asset Planning Services, Ltd., and Lockwood Advisors.

Erik earned a B.A. in both Economics and International Relations from Lehigh University and a M.S. in Financial Services from St. Joseph’s University. He is an Investment Adviser Certified Compliance Professional (IACCP®), as well as a Six Sigma Green Belt, and has a Professional Certificate in Project Management from Villanova University.

Erik Morris, Chief Compliance Officer

Erik Morris, IACCP®

Chief Compliance Officer

Erik Morris serves as Chief Compliance Officer for Sierra Investment Management, Inc., Ocean Park Asset Management, Inc., and Ocean Park Asset Management, LLC. He is responsible for the oversight, implementation, maintenance, monitoring, and testing of the compliance programs for all three entities.

Erik’s 20 years of experience in the financial services and wealth management industry include leadership positions at KORE Private Wealth, LLC; Corient Private Wealth, LLC; Cipperman Compliance Services, LLC; Asset Planning Services, Ltd., and Lockwood Advisors.

Erik earned a B.A. in both Economics and International Relations from Lehigh University and a M.S. in Financial Services from St. Joseph’s University. He is an Investment Adviser Certified Compliance Professional (IACCP®), as well as a Six Sigma Green Belt, and has a Professional Certificate in Project Management from Villanova University.

You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

You are now leaving the Sierra Investment Management, Inc. website and entering the Sierra Mutual Funds website.

The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.