Nathan Erickson
LP
Nathan Erickson serves as Chief Investment Officer for Miller Russell Associates. His primary focus is to lead the firm in their efforts to identify, implement and review all of the firm’s investment related strategies. He will also work to devise solutions for continuous improvement, act as a liaison with vendors along with the firm’s operations team and will help Miller Russell Associates recognize and avoid risks. He also provides private wealth and investment management services to foundations, retirement plans, and high net worth clients. Nathan is a member of Miller Russell Associates’ Investment Policy 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 $2 billion in client assets.
Prior to joining Miller Russell 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, a CAIA Charterholder, a member and volunteer with the CFA Institute, and serves on the Board of Directors of the Phoenix CFA Society.