Nathan Erickson, CFA, CAIA, CFP®
SVP/Client Portfolio Manager
Nathan was a key member of the institutional investment management team for one of the largest asset managers in the world, with contributions to portfolio construction and design, spending analyses, forecasting and socially responsible investing.
A native of Fergus Falls, Minn., Nathan earned a bachelor’s degree in business administration from Minnesota State University Moorhead (MSUM) in 2005 and a master’s degree in business administration from University of Mary in 2008. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charter holder. He is active in the local CFA and CAIA societies and is an executive mentor at the MSUM College of Business.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.