Ryan Erickson Email & Phone Number
Managing Director, Senior Portfolio Manager, Partner @ SlateStone Wealth, LLC
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Ryan Erickson Location
- Waunakee, WI, US
Ryan Erickson Work
- 2021 -now Managing Director, Senior Portfolio Manager, Partner @
- 2017 -2021 Director, Senior Portfolio Manager @ BMO Private Bank
- 2014 -2017 Vice President - Senior Investment Advisor @ PNC Wealth Management
- 2013 -2014 Senior Portfolio Manager @ Banyan Partners
- 2005 -2013 Chief Investment Officer @ Holt-Smith Advisors
- 1993 -2005 VP and Portfolio Manager and Senior Portfolio Manager @ Holt-Smith Advisors
Ryan Erickson Education
- University of Wisconsin-Madison
BA, Business-Finance + Risk Management & Insurance (Business-Finance + Risk Management & Insurance)
1988-1993 - Madison West H.S. 1984-1988
Ryan Erickson Skills
- Equity Research Analysis
- Tactical Asset Allocation
- Portfolio Management
- Investment Management
- Investment Advisory Services
- Team Leadership
- Financial Advisory
- Financial Modeling
- Risk Management
- Securities
- Alternative Investments
- Investments
- Insurance
- Asset Management
- Equities
- Asset Allocation
- Banking
- Finance
- Bonds
- Wealth Management
Ryan Erickson Summary
- Ryan Erickson, based in Waunakee, WI, US, is currently a Managing Director, Senior Portfolio Manager, Partner at SlateStone Wealth, LLC. Ryan Erickson brings experience from previous roles at BMO Private Bank, PNC Wealth Management, Banyan Partners and Holt-Smith Advisors. Ryan Erickson holds a 1988 - 1993 BA, Business-Finance + Risk Management & Insurance in Business-Finance + Risk Management & Insurance @ University of Wisconsin-Madison. With a robust skill set that includes Equity Research Analysis, Tactical Asset Allocation, Portfolio Management, Investment Management, Investment Advisory Services and more. Ryan Erickson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top SlateStone Wealth, LLC Employees
Patrick Tylander
Co-CEO
Jupiter, FL, US
Christopher Kolb
Chief Information Officer
Florida, United States
Ryan Erickson
Managing Director, Senior Portfolio Manager, Partner
Waunakee, WI, US
Josh Rudolph
Director, Private Client Services
Fort Lauderdale, FL, US
Erin Gibbs
Chief Equity Strategist
Wellington, FL, US
Colin Duncan
Client Service Associate
Loxahatchee Groves, FL, US
Jacob Metro
Director, Trading and Portfolio Advisor
Palm Beach, FL, US
Lisa Tomczak
Senior Client Advisor
Jupiter, FL, US
Gianna Moretto
Compliance Associate Intern
Jupiter, FL, US
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