Matthew Erickson Email & Phone Number
Partner, Senior Portfolio Manager and Head of Investment Team
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Matthew Erickson Location
- Canton, MI, US
Matthew Erickson Work
- Partner, Senior Portfolio Manager and Head of Investment Team @ RWA Wealth Partners / Polaris Wealth Advisory Group (May 2018 - Present)
- Founder, CEO and Chief Investment Officer @ Renaissance Capital Management, LLC (May 2014 - May 2018)
- Chief Investment Officer @ (October 2013 - November 2016)
- Chief Investment Officer @ Legacy Capital Partners, LLC (April 2012 - October 2013)
- Portfolio Manager and Consultant @ Legacy Private Client Group (April 2012 - October 2012)
Matthew Erickson Education
- Colorado Technical University
Bachelor of Business Administration (B.B.A.) (Marketing)
- Plymouth Salem
Activities and societies: 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, Senior Portfolio Manager and Head of Investment Team at RWA Wealth Partners / Polaris Wealth Advisory Group. Matthew Erickson brings experience from previous roles at Renaissance Capital Management, LLC, Legacy Planning & Associates, Inc., Legacy Capital Partners, LLC and Legacy Private Client Group. 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 2 emails and 3 mobile phone numbers on RocketReach.
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