Matthew Erickson Email & Phone Number
Partner, Sr. Portfolio Manager @ RWA Wealth Partners
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Matthew Erickson Location
- Canton, MI, US
Matthew Erickson Work
- 2018 -now Partner, Sr. Portfolio Manager @
- 2018 -now Senior Portfolio Manager @
- 2014 -2018 Founder, CEO and Chief Investment Officer @ Renaissance Capital Management, LLC
- 2013 -2016 Chief Investment Officer @
- 2012 -2013 Chief Investment Officer @ Legacy Capital Partners, LLC
- 2012 -2012 Portfolio Manager and Consultant @ Legacy Private Client Group
- 2007 -2012 Financial Advisor @
Matthew Erickson Education
- Colorado Technical University
Bachelor of Business Administration (B.B.A.) (Marketing)
- Plymouth Salem
(Varsity Swimming, Varsity Cross Country)
Matthew Erickson Skills
- Asset Allocation
- Investments
- Portfolio Management
- Investment Management
- Equities
- Asset Management
- Financial Advisory
- Mutual Funds
- Wealth Management
- Strategic Financial Planning
- Financial Planning
- Finance
- Retirement Planning
- Series 63
- Investment Advisory
- Marketing
- Risk Management
- Investment Strategies
- Alternative Investments
- Strategy
- Securities
- Financial Services
- Financial Modeling
- Creative Writing
- Creative Strategy
- Technical Writing
- Strategic Planning
- Marketing Strategy
- Market Research
- Analytical Skills
- Capital Markets
- Financial Analysis
- Financial Risk
- Due Diligence
- Fixed Income
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Public Speaking
- Management
- Leadership
- Presentation Skills
- IRAs
- ETFs
- Wealth Management Services
- Stock Market
- Series 7
- Technical and Creative Writing
- Business Development
- Strategic Financial
- Technical and Creative
Matthew Erickson Summary
- Matthew Erickson, based in Canton, MI, US, is currently a Partner, Sr. Portfolio Manager at RWA Wealth Partners. Matthew Erickson brings experience from previous roles at Polaris Wealth Advisory Group, Renaissance Capital Management, LLC, Legacy Planning & Associates, Inc. and Legacy Capital Partners, LLC. Matthew Erickson holds a Bachelor of Business Administration (B.B.A.) in Marketing @ Colorado Technical University. With a robust skill set that includes Asset Allocation, Investments, Portfolio Management, Investment Management, Equities and more. Matthew Erickson has 3 emails and 3 mobile phone numbers on RocketReach.
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