Erik Beurklian Clancy
About Erik Beurklian Clancy
Erik Beurklian Clancy is a Wealth Management Analyst at Jefferies in New York, with a background in economics and psychology from Boston College and the University of Massachusetts Amherst.
Current Role at Jefferies
Erik Beurklian Clancy is currently a Wealth Management Analyst at Jefferies, a position he has held since 2022. Based in New York, New York, Clancy's role involves assisting clients with their wealth management needs, including investment strategies, financial planning, and portfolio management. His duties likely encompass market research, data analysis, and client consultations to offer informed financial advice.
Previous Experience: Wealth Management Summer Analyst at Jefferies
In 2021, Erik Beurklian Clancy worked as a Wealth Management Summer Analyst at Jefferies for two months. During this internship in New York, New York, he gained hands-on experience in wealth management, conducting market and portfolio analyses, and supporting senior analysts in their day-to-day responsibilities. This role provided Clancy with essential skills and insights into wealth management.
Data Analyst Experience at 733Park
Erik Beurklian Clancy was a Data Analyst at 733Park in Brookline, Massachusetts, for two months in 2021. His responsibilities likely included data collection, analysis, and reporting to support business decisions. This role would have involved using various data analysis tools and methodologies to understand and interpret data trends and patterns, contributing to the company's decision-making processes.
Wealth Management Internship at Renaissance Wealth Advisors
In 2020, Erik Beurklian Clancy interned as a Wealth Management Intern at Renaissance Wealth Advisors in Newton, Massachusetts, for two months. During this internship, Clancy would have assisted in developing financial strategies, conducting research, preparing reports, and providing support to senior advisors. This opportunity allowed him to gain valuable insights into wealth management practices and client relations.
Educational Background
Erik Beurklian Clancy holds a Bachelor of Arts in Economics from Boston College, where he studied from 2020 to 2022. Prior to that, he earned a Bachelor of Arts in Economics and Psychology from the University of Massachusetts Amherst, studying from 2018 to 2020. Clancy also graduated from Lincoln-Sudbury Regional High School with a High School Diploma, where he studied from 2014 to 2018.