Nathan Erickson serves as Managing Partner and Chief Investment Officer for MRA Associates. His primary focus is to lead the firm’s research efforts. He also provides private wealth and investment management services to foundations, retirement plans, and high net worth clients. Nathan is also a member of MRA Associates’ Investment Policy Committee, Compliance Committee, Executive Committee, and Management Committee.
Nathan earned a Bachelor of Arts degree in Psychology from Kenyon College, as well as a Master of Commerce (Finance) from the University of Sydney, Australia. He has a diverse background in the investment industry, having spent time in commercial real estate sales and lending, and in investment brokerage with Charles Schwab. While in Australia, he worked as an Equity Analyst for Kaplan Funds Management, a Sydney based firm with $1 billion in client assets.
Prior to joining MRA Associates, Nathan served as a Portfolio Manager with Foothills Asset Management, where he focused on investment and economic research as well as performance reporting.
Nathan is a CFA® Charterholder and a CAIA Charterholder®. He has served in various volunteer roles with CFA Institute and serves on the Board of Directors of CFA Society Phoenix and Altier Credit Union. In addition, Nathan has been selected to serve on CFA Institute’s Disciplinary Review Committee (DRC), which is responsible for the enforcement of CFA Institute’s Code of Ethics and Standards of Professional Conduct.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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