Profile
Nathan Francis Erickson worked as a Principal at The Charles Schwab Corp.
and The Marcus & Millichap Co. He also worked as a Principal at Sterling Savings Bank (Washington) and as an Analyst at Kaplan Funds Management Pty Ltd.
(Investment Management).
Additionally, he served as a Portfolio Manager at Foothills Asset Management Ltd.
and as the Managing Partner & Chief Investment Officer at MRA Associates USA LLC.
Erickson received his undergraduate degree from Kenyon College in 2000, his MBA from Northwest University in 2005, and a graduate degree from The University of Sydney in 2008.
He also received a graduate degree from DeVry University in 2007.
Former positions of Nathan Francis Erickson
| Companies | Position | End |
|---|---|---|
Foothills Asset Management Ltd.
 Foothills Asset Management Ltd. Investment ManagersFinance Founded in 1995, Foothills Asset Management, Ltd. (FAM) is a registered investment advisory firm based in Scottsdale, Arizona that specializes in managing portfolios for individuals, corporations, trusts, charitable organizations, endowments and retirement funds. | Portfolio Manager-Equities | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Kaplan Funds Management Pty Ltd. (Investment Management)
 Kaplan Funds Management Pty Ltd. (Investment Management) Investment ManagersFinance Kaplan Funds Management Pty Ltd. (Investment Management) (KFM-IM) is the investment management division of Kaplan Funds Management Pty Ltd. founded in 1998. Headquartered in Edgecliff, Australia, KFM-IM manages funds and their clients include charities, foundations, defined pension funds, self-managed super and high-net worth individuals. | Analyst-Equity | - |
Sterling Savings Bank (Washington)
 Sterling Savings Bank (Washington) Regional BanksFinance Sterling Savings Bank provides full-service banking, including fdic-insured deposits and consumer and business banking, commercial real estate and residential construction loans. It offers financial services, including checking and savings, consumer and mortgage loans and high-yield investments. The company was founded in 1983 and is headquartered in Spokane, WA. | Corporate Officer/Principal | - |
The Marcus & Millichap Co.
 The Marcus & Millichap Co. Real Estate DevelopmentFinance The Marcus & Millichap Co. provides commercial real estate brokerage, investment, and development services. The company was founded by George M. Marcus and William A. Millichap in 1971 and is headquartered in Palo Alto, CA. | Corporate Officer/Principal | - |
Training of Nathan Francis Erickson
| The University of Sydney | Graduate Degree |
| Kenyon College | Undergraduate Degree |
| Northwest University | Masters Business Admin |
| DeVry University | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 5 |
|---|---|
Foothills Asset Management Ltd.
Foothills Asset Management Ltd. Investment ManagersFinance Founded in 1995, Foothills Asset Management, Ltd. (FAM) is a registered investment advisory firm based in Scottsdale, Arizona that specializes in managing portfolios for individuals, corporations, trusts, charitable organizations, endowments and retirement funds. | Finance |
Kaplan Funds Management Pty Ltd. (Investment Management)
Kaplan Funds Management Pty Ltd. (Investment Management) Investment ManagersFinance Kaplan Funds Management Pty Ltd. (Investment Management) (KFM-IM) is the investment management division of Kaplan Funds Management Pty Ltd. founded in 1998. Headquartered in Edgecliff, Australia, KFM-IM manages funds and their clients include charities, foundations, defined pension funds, self-managed super and high-net worth individuals. | Finance |
Sterling Savings Bank (Washington)
Sterling Savings Bank (Washington) Regional BanksFinance Sterling Savings Bank provides full-service banking, including fdic-insured deposits and consumer and business banking, commercial real estate and residential construction loans. It offers financial services, including checking and savings, consumer and mortgage loans and high-yield investments. The company was founded in 1983 and is headquartered in Spokane, WA. | Finance |
The Marcus & Millichap Co.
The Marcus & Millichap Co. Real Estate DevelopmentFinance The Marcus & Millichap Co. provides commercial real estate brokerage, investment, and development services. The company was founded by George M. Marcus and William A. Millichap in 1971 and is headquartered in Palo Alto, CA. | Finance |
MRA Associates USA LLC
 MRA Associates USA LLC Investment ManagersFinance MRA Associates USA LLC (MRA Associates) is an investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded in 2010 under the name Miller/Russell & Associates LLC. They are a subsidiary of CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MRA Associates provides investment management and consulting services to individuals, businesses, retirement plans, trusts, estates, sovereign nations, endowments, foundations, and other charitable organizations. | Finance |
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