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Nicholas Erickson Cfa

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Nicholas Erickson Cfa

Vice President, Portfolio Management | Sage Advisory

United States

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Nicholas Erickson Cfa

Summary

Nicholas Erickson is a seasoned investment professional with extensive experience in portfolio management, currently serving as Vice President at Sage Advisory. With a strong focus on ESG, municipal bonds, and securitized bonds, he crafts tailored investment strategies for both institutional and private clients. His career at Sage has spanned over a decade, showcasing his commitment and expertise in the investment management sector. Nicholas holds an MBA in Business Administration from Webster University and a BA in Economics from Grinnell College. His unique blend of experience in both the entertainment and investment management industries provides him with a diverse perspective on financial markets. Outside of his professional endeavors, he is likely to be engaged in activities that reflect his interests in sustainable investing and innovation in financial strategies.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Nicholas Erickson Cfa

Work Experience

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Vice President, Portfolio Management at

Sage Advisory

April 2018 - Present

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Assistant Vice President, Portfolio Management at

Sage Advisory

June 2013 - April 2018

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Account Executive at

Sage Advisory

February 2008 - June 2013

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Acquistions Analyst at

Ally

October 2004 - August 2007

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Nicholas Erickson Cfa

Education

Webster University, Mba

January 2006 - January 2007

Grinnell College, Ba

January 1999 - January 2004

Dayton

Frequently Asked Questions about Nicholas Erickson Cfa

What is Nicholas Erickson Cfa email address?

Nicholas Erickson Cfa's primary email address is *********@sageadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nicholas Erickson Cfa work for?

Nicholas Erickson Cfa is a Vice President, Portfolio Management at Sage Advisory, a company specializing in Investment Management.

Where Nicholas Erickson Cfa graduated from?

Nicholas Erickson Cfa holds a degree in Business Administration from Webster University.

How can I directly contact Nicholas Erickson Cfa?

To contact Nicholas Erickson Cfa directly, you can use the email address *********@sageadvisory.com. Complete contact information is available upon registration with Muraena.

Who is Nicholas Erickson Cfa?

Nicholas Erickson is a seasoned investment professional with extensive experience in portfolio management, currently serving as Vice President at Sage Advisory. With a strong focus on ESG, municipal bonds, and securitized bonds, he crafts tailored investment strategies for both institutional and private clients. His career at Sage has spanned over a decade, showcasing his commitment and expertise in the investment management sector. Nicholas holds an MBA in Business Administration from Webster University and a BA in Economics from Grinnell College. His unique blend of experience in both the entertainment and investment management industries provides him with a diverse perspective on financial markets. Outside of his professional endeavors, he is likely to be engaged in activities that reflect his interests in sustainable investing and innovation in financial strategies.

Nicholas`s contact details

mail

*********@sageadvisory.com

********@alumni.grinnell.edu

Colleagues

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Rob Williams

Managing Partner, Chief Investment Strategist

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Michael Walton

Managing Partner

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Sean Mcshea

Executive Vice President - Director of Institutional Business Development

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Andrew Poreda

VP, Senior Research Analyst

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Doug Benning

Vice President, Quantitative Research

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David Luria Cfa

VP, Portfolio Manager - Fixed Income

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Emma Harper

Vice President, Responsible Investing Research

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Jeffery Timlin Cfa Cmt

Managing Partner

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