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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
When we first heard of COVID-19 (Coronavirus) several months ago, no one could have predicted the measures that have been taken to date. As the virus spreads throughout the world, necessary precautions are being taken to limit the spread of the disease and to prevent overwhelming the health care system.Read More
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
As the impact of COVID-19 (the coronavirus) continues to spread throughout the globe, investment markets have been fraught with volatility. Since the most recent peak on February 19th, the S&P 500 is down 12.3% through last Friday, and 8.3% for the year. Historically, a drop of 10% or more is considered a market correction, and the most recent occurrence is the fastest in history, occurring in only six days. There have been 27 market corrections since World War II, with an average decline of 13.7% taking an average of four months. To say this past week was unique is an understatement.Read More