Nicholas Erickson

Nicholas Erickson, CFA has had extensive work experience in the financial industry. Nicholas started their career at GMAC in 2004 as an Acquisitions Analyst, where they worked until 2007. In 2008, Nicholas joined Sage Advisory as an Account Executive, and later moved up to Assistant Vice President of Portfolio Management, a role which they held from 2013 to 2018. Nicholas then took on the position of Vice President of Portfolio Management at Sage Advisory, where they currently work.

Nicholas Erickson, CFA, holds a BA in Economics from Grinnell College, where they studied from 1999 to 2004. In 2006 and 2007, they pursued an MBA in Business Administration at Webster University. Additionally, they obtained the Chartered Financial Analyst (CFA) charterholder certification from CFA Institute in September 2013. Prior to that, in November 2011, they received the Series 65 certification from FINRA. Further information regarding their education or degrees beyond these experiences is not provided.