Erik Giard-chase

Current Employers

Blue Slate Investment Management

69 College Street, Burlington, VT 05401 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-12-10
VT	RA	APPROVED	2024-11-18

TX RA
APPROVED_RES

Since 2024-12-10
VT RA
APPROVED

Since 2024-11-18

Branch Locations

Shelburne, VT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Champlain Investment Partners	Burlington	VT	08/2009	08/2019
University Of Vermont	Burlington	VT	09/2019	06/2020
University Of Chicago	Chicago	IL	06/2020	06/2022
Unemployed	Burlington	VT	06/2022	11/2022
Westview Investment Advisors	Burlington	VT	11/2022	07/2024
Blue Slate Investment Management, Llc	Shelburne	VT	11/2024	Present
Westview Investment Advisors	Burlington	VT	07/2024	11/2024

08/2009 → 08/2019

Champlain Investment Partners

Burlington, VT
09/2019 → 06/2020

University Of Vermont

Burlington, VT
06/2020 → 06/2022

University Of Chicago

Chicago, IL
06/2022 → 11/2022

Unemployed

Burlington, VT
11/2022 → 07/2024

Westview Investment Advisors

Burlington, VT
11/2024 → Present

Blue Slate Investment Management, Llc

Shelburne, VT
07/2024 → 11/2024

Westview Investment Advisors

Burlington, VT

Previous Registrations

2022-12-20 → 2024-11-19

Westview Investment Advisors

Burlington, VT

Other Businesses

1) Crown Point Real Estate, LLC; Investment-related; Burlington, VT 05403; Owner and Operator of real estate investment and management company; Evaluate, invest in, manage investment properties; Approx. 10% of time during the month.

Designations

Other Names

Erik Girard-Chase

View on SEC IAPD