Jeffrey R. Erickson

Jeffrey R. Erickson, CFA, is Head of Investment Strategies, Asset Management for Abbot Downing. Mr. Erickson is a managing director of asset management at Abbot Downing. He is also the head of equity strategies in the asset management group and leads the Abbot Downing Select Global 25 equity strategy. Prior to Abbot Downing, Mr. Erickson was an investment principal at Lowry Hill. Mr. Erickson joined Lowry Hill in 2000 to help establish the Naples, Florida, office. Mr. Erickson has 30 years of investment-related experience in the United States and Switzerland. Before 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, Mr. Erickson was the North American Equity Strategist for Credit Suisse in Geneva, Switzerland. He began his career as a financial analyst focused in the areas of stocks, fixed income private placements, and oil and gas limited partnerships. Mr. Erickson earned a Master of Business Administration degree in finance with a concentration in applied security analysis and a bachelor’s degree in finance with a concentration in economics and international business from the University of Wisconsin-Madison. Mr. Erickson is a holder of the right to use the Chartered Financial Analyst designation and a member of the CFA Institute. He is a former President of the Naples Financial Analysts Society and has been a member of the CFA Society of Minnesota or CFA Society of Naples since 1987. Mr. Erickson has served on the board of the Community Foundation of Collier County and is the former Chair of its investment committee. Mr. Erickson’s comments on investment strategy have appeared in international, national and local media, including The Wall Street Transcript, Toronto’s The Globe and Mail, Florida Trend, The Business Journal of Minneapolis and St. Paul, Gulfshore Business, Twin Cities Business, St. Louis Post-Dispatch and the Naples Daily News. Mr. Erickson and his family make their home in Naples, Florida.