March 3, 2020
APS is pleased to announce that Erik Morris, Chief Compliance Officer and Director of Operations, has been appointed Chief Operating Officer, a new position within APS. Erik will continue to report to Rick Volpe, President and Founder of APS.
“Since joining the firm in March 2016, Erik has skillfully directed the Operations Department and leveraged our new technology investments to bring added value to our clients and efficiencies to our staff”, according to Rick Volpe. “I believe Erik will continue to identify opportunities and implement systems that will provide even greater benefit for all parties moving forward.”
Erik will also continue in his role as Chief Compliance Officer for APS. In addition, Erik has been tasked with overseeing the implementation of APS’ 5-year strategic plan which incorporates an organizational realignment and prioritization of operational and technology investments for enhancing future planning and operational capacity across the company.
Erik joined APS in 2016 from BNY Mellon/Pershing’s Lockwood Advisors, where as Director, Senior Group Manager of Operations, he held various roles in overseeing portfolio management operations, operational risk and due diligence, as well as strategic planning. In his time since joining APS, Erik has lead the implementation of numerous new technologies and operational changes and currently has a team of 4 professionals under his management.
Please join us in congratulating Erik in this new appointment.