Matthew Erickson Location
Canton, MI, US
Matthew Erickson Work
- 2018 - now Partner, Sr. Portfolio Manager @ RWA Wealth Partners
- 2018 - now Senior Portfolio Manager @ RWA Wealth Partners
- 2014 - 2018 Founder, CEO and Chief Investment Officer @ Renaissance Capital Management, LLC
- 2013 - 2016 Chief Investment Officer @ Legacy Planning & Associates, Inc.
- 2012 - 2013 Chief Investment Officer @ Legacy Capital Partners, LLC
- 2012 - 2012 Portfolio Manager and Consultant @ Legacy Private Client Group
- 2007 - 2012 Financial Advisor @ UBS Group AG
Matthew Erickson Education
- Colorado Technical University
Bachelor of Business Administration (B.B.A.), Marketing (Marketing)
- Plymouth Salem
Matthew Erickson Skills
- Asset Allocation
- Investments
- Portfolio Management
- Investment Management
- Equities
- Asset Management
- Financial Advisory
- Mutual Funds
- Wealth Management
- Strategic Financial Planning
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.), Marketing 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 1 mobile phone numbers on RocketReach.
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