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Nathan Erickson, CAIA, CFA®

Nathan Erickson, CAIA, CFA®

Principal,
Financial Advisor

  • Lethbridge, Alberta, Canada
  • Summer of '49 by David Halberstam | Braveheart
  • Pete Maravich, Alexander Hamilton, and Simon Peter (the Apostle)
  • The will to win is not as important as the will to prepare to win.
  • Kindness, integrity, and generosity

Financial Advisors

Nathan is a principal, financial advisor, working in the Phoenix, Arizona, CAPTRUST office.

Nathan joined our team in 2020 from MRA Associates. He provides private wealth and investment management services to foundations, retirement plans, and high-net-worth clients. 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.

Before joining CAPTRUST, Nathan was a managing partner and chief investment officer at MRA Associates, serving on the firm’s Investment Policy, Compliance, Executive, and Management Committees. 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.

Education

  • Master of Commerce degree in finance from the University of Sydney, Australia
  • Bachelor of Arts degree in psychology from Kenyon College

Industry Designations

  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst® (CFA)

Industry Involvement

  • Member—CFA Institute’s Disciplinary Review Committee
  • Board of Directors—Sports Leadership Ministries
  • Former President—CFA Society Phoenix
  • Former Board Member—Altier Credit Union
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