Ryan Daniel Erickson

Finance

Consumer Services

Profile

Mr. Ryan D.
Erickson, CFA, is Senior Portfolio Manager at Banyan Partners LLC.
Mr. Erickson was previously employed as Chief Investment Officer by Holt-Smith Advisors, Inc. Mr. Erickson received his BA in Business Finance, Risk Management and Insurance from the University of Wisconsin, Madison.

Former positions of Ryan Daniel Erickson

Companies	Position	End
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Portfolio Manager-Equities	2014-11-11
Holt-Smith Advisors, Inc. Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies.	Chief Investment Officer	2013-10-01

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Training of Ryan Daniel Erickson

University of Wisconsin

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Holt-Smith Advisors, Inc. Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies.	Finance
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Finance