Matt Erickson
Lid van de Investeringscommissie bij RWA Wealth Partners LLC
Profiel
Mr. Matthew P.
Erickson is a Senior Portfolio Manager at RWA Wealth Partners LLC.
He is also a member of the RWA Wealth Partners’ Wealth Investment Committee.
Prior to joining RWA Wealth Partners, Mr. Erickson ran his own investment management firm, Renaissance Capital Management in Grand Rapids, Michigan.
He received his Bachelor of Science in Business Administration from Colorado Technical University, graduating Summa Cum Laude.
Actieve functies van Matt Erickson
Bedrijven | Functie | Begin |
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RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Lid van de Investeringscommissie | 01-11-2023 |
Eerdere bekende functies van Matt Erickson
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Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Lid van de Investeringscommissie | 01-11-2023 |
Renaissance Capital Management LLC | Corporate Officer/Principal | 01-09-2018 |
Legacy Planning & Associates, Inc. | Corporate Officer/Principal | 01-11-2016 |
Regal Investment Advisors LLC
Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 01-10-2013 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-04-2012 |
Opleiding van Matt Erickson
Colorado Technical University, Inc. | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 6 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
Regal Investment Advisors LLC
Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
Legacy Planning & Associates, Inc. | |
Renaissance Capital Management LLC |