Erik Bjerke, CFP®, CIMA®

Erik Bjerke is a founder and vice chairman of OpenArc. Erik has been in the business almost 30 years and today advises on assets and liabilities of more than $100 billion for approximately 100 public companies (including some of the world’s most recognizable brand names) and their executives, founding families, and retirees. He is committed to delivering high-touch, personalized service to meet the needs of individual and institutional clients based throughout the United States and other parts of the world. He previously worked as a managing director for Merrill Lynch Bank of America for many years, as he built his career and clients from the ground up.

As lead of the Family Office and High Net Worth group, Erik focuses on integrated, multi-variable financial strategies. He approaches each high net worth client family as he would a complex corporate institution, marshalling the sophisticated resources of OpenArc for dynamic decision making in an environment of volatile financial markets and a rapidly changing world. He endeavors to help the families he serves grow and retain their wealth for three or more generations, a status achieved by only 10 percent of high net worth families.

Erik is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® (CIMA®) designation.

From 2021 to 2025, he was named to the Barron’s Top 100 Financial Advisors* list (Published annually Mar – April. Rankings based on data as of December 31 of prior year). He is also a member of the team that was named to the Barron’s Top 100 Institutional Consulting Teams** from 2022-2025.

Erik earned a Bachelor’s degree in economics from Cornell University where he played four years of Division I football. Erik fills his home with the love of his wife, Tori, and their four children: Jordan, Piper, Ashton, and Logan. Erik is actively involved in the community through several charities. He has helped found two start-up operating charities, and he is intimately involved in the new OpenArc charitable foundation.
*Barron’s Top 100 Financial Advisors disclosure
**Barron’s Top 100 Institutional Consulting Team disclosure

The Barron’s Top 100 Financial Advisors list, developed by Barron’s (a publication of Dow Jones & Company, L.P.), covers the period from January 1 to December 31 of each year, and was released in March of the following year. Neither OpenArc Corporate Advisory, LLC nor any of its advisors pay a fee in exchange for this recognition. Erik was on this list from 2021 – 2025. For more information regarding the methodology of these rankings, please visit https://www.barrons.com/advisor/report/top-financial-advisors/100/2025.

The Barron’s Top 100 Institutional Consulting Teams list, developed by Barron’s (a publication of Dow Jones & Company, L.P.), covers the period from January 1 to December 31 of each year and was released in May the following year. Neither OpenArc Corporate Advisory, LLC nor any of its advisors pay a fee in exchange for this recognition. The team name was Global Corporate & Institutional Advisory Services, Merrill Institutional Consulting and was recognized from 2022 – 2025. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/institutional/2025.