Erika Milosevich

Erika Milosevich, CFP-Vice President and Program Manager of North Shore Investment Services, has been named a finalist in two 2024 Kehrer Group Top Directors Awards categories. Erika is a finalist in the Small Firm and Women-Led firm categories.

Since 2021, the Kehrer Group Top Directors Awards has celebrated leading financial services executives from across the financial institution insurance and securities community. The group uses a transparent, data-driven process to determine the Top Directors, consistent with its position as an independent, third-party research and consulting firm. The methodology is applied to a diverse group of nominees that cross broker dealers, delivery models, and institution size. You can learn more about the methodology behind the 2024 Top Directors Awards here.

Sue Doyle, SVP of Retail Banking, said Erika has led the Investment Services department since its inception 24 years ago. 

“It is terrific to see Erika being nominated as a leader among her peers,” Sue said. “Under her direction, she has built a solid program. She and her team members are well-respected by our customers, employees and peers. This recognition is well-deserved.”

The awards ceremony and top five in each category will be announced Nov. 7 at a gathering of the finalists in Cary, N.C.

Congratulations, Erika!