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David Erickson
Directeur en chef des Investissements chez
Ascension Investment Management LLC
Profil
Mr. David E.
Erickson, CFA, is Chief Investment Officer at Ascension Investment Management LLC.
He oversees the administration, management, and coordination of all investments, and has over 32 years of investment industry experience.
Prior to joining the firm, Mr. Erickson served as Chief Investment Officer at the University of Wisconsin Foundation, Madison, Wis., where he supervised an investment team that managed more than $2.2 billion in assets.
He previously served as Vice President and Investment Strategist for Strong Capital Management in Wisconsin, and in leadership roles with PNC Bank/PNC Capital Markets in Pennsylvania, Chemical Bank in New York, and Firstar Bank in Wisconsin.
He earned his Bachelor of Science degree in Economics from Wheaton College in Wheaton, Illinois.
He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis.
Postes actifs de David Erickson
| Sociétés | Poste | Début |
|---|---|---|
Ascension Investment Management LLC
 Ascension Investment Management LLC Investment ManagersFinance AIM is an active manager that uses diversification across asset classes to produce either a desired rate of return at a lower level of risk or a higher return for a given level of risk. The firm develops a strategy of hedging during good times and buying assets when times are tough. They aim to build client portfolios that seek to preserve capital in negative markets even if it means underperforming on a relative basis in very positive markets. | Directeur en chef des Investissements | 01/03/2012 |
Anciens postes connus de David Erickson
| Sociétés | Poste | Fin |
|---|---|---|
Ascension Health
 Ascension Health Miscellaneous Commercial ServicesCommercial Services Provides non-profit healthcare services | Corporate Officer/Principal | 01/03/2012 |
University of Wisconsin Foundation
 University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous UW Foundation raises, invests and distributes funds for the benefit of UW–Madison. Each year, the Foundation transfers gift and investment income to UW–Madison. These funds support campus priorities, including scholarships, building projects, research efforts, and the initiatives of specific schools, colleges, and programs. | Corporate Officer/Principal | 01/09/2009 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Gestionnaire de Portefeuille-Actions | - |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Stratège de marché | - |
Formation de David Erickson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
Ascension Health
Ascension Health Miscellaneous Commercial ServicesCommercial Services Provides non-profit healthcare services | Commercial Services |
Wheaton College (Illinois)
 Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin Foundation
University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous UW Foundation raises, invests and distributes funds for the benefit of UW–Madison. Each year, the Foundation transfers gift and investment income to UW–Madison. These funds support campus priorities, including scholarships, building projects, research efforts, and the initiatives of specific schools, colleges, and programs. | Miscellaneous |
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance AIM is an active manager that uses diversification across asset classes to produce either a desired rate of return at a lower level of risk or a higher return for a given level of risk. The firm develops a strategy of hedging during good times and buying assets when times are tough. They aim to build client portfolios that seek to preserve capital in negative markets even if it means underperforming on a relative basis in very positive markets. | Finance |
