General Investing >> Money Manager Interviews >> February 7, 2005
JEFFREY R. ERICKSON joined Lowry Hill to establish Lowry Hill's Naples,
Florida, office. In addition to managing assets for a select number of
Lowry Hill clients, he is part of the team responsible for the firm's
International Equity portfolio. Mr. Erickson has 19 years of money
management experience in the United States and Switzerland. Prior to
joining Lowry Hill, he was a portfolio manager for Advantus Capital
where he managed $1.5 billion for mutual funds and other institutional
clients. Prior to joining Advantus Capital, he was the North American
Equity Strategist for Credit Suisse in Geneva, Switzerland. Mr. Erickson
began his career as an analyst responsible for recommending stocks,
fixed income private placements, and oil and gas limited partnerships
and as a National Bank Examiner for the Comptroller of the Currency, an
agency of the U.S. Treasury Department. Mr. Erickson earned an MBA in
Finance from the University of Wisconsin at Madison, where he was
selected for the Applied Security Analysis Program. He also earned a BBA
in Finance from the University of Wisconsin at Madison, where he
concentrated his academic studies in Economics and International
Business. Mr. Erickson is a Chartered Financial Analyst and a member of
the CFA Institute. He is president of the Naples Financial Analysts
Society, and has been a member of the Twin Cities Society of Security
Analysts since 1987. In addition, he is on the investment committee for
the Community Foundation of Collier County. His comments on investment
strategy have appeared in national and local media, including Florida
Trend, The Business Journal of Minneapolis and St. Paul, St. Louis Post-
Dispatch, and Toronto's The Globe and Mail. Profile
responsibilities there?
Mr. Erickson: Lowry Hill is a wealth management firm. We hold $6 billion
in assets for 300 families
