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 serves 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. Formerly, he served as President of CFA Society Phoenix and as a board member of Altier Credit Union.
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It is hard to believe that the first case of COVID-19 in the U.S. occurred less than three months ago, on January 20, 2020. While the world was aware of a new virus in China identified earlier in the month, it is unlikely anyone expected to be where we are today.Read More
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We are in the midst of another historic week in equity markets, which started Monday with a shock to oil prices following an unproductive weekend meeting between Saudi Arabia and Russia. Russia’s unwillingness to cut production led to Saudi Arabia flooding the market with oil and pushing oil prices down to nearly $30 a barrel. The S&P was down on Monday -7.6%, partially due to oil prices and partially reflecting ongoing concern about COVID-19.Read More