Photo of Nathan Erickson

Nathan Erickson , CFA, CAIA

SVP/Client Portfolio Manager

Nathan Erickson is a member of the Bell Bank Investment Management’s Investment Committee and serves as a client-facing portfolio manager for institutional portfolios. Previously, while based in Arizona and Wisconsin, Nathan held positions in institutional portfolio management, capital markets research, manager search and due diligence, and high-net-worth relationship management.

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.