Nick provides guidance and advice on all aspects of institutional investing, including best practices and governance. He helps his clients think about their programs for the long-term; developing investment programs that will outlast changes in decision makers.
Nick Erickson, CFA, CAIA
Managing Principal / Consultant
San Diego
Joined Meketa in 2013
Previous roles:
- Brandes Institute, Project Research Analyst
- Brandes Investment Partners, Senior Institutional Portfolio Associate
- Brandes Investment Partners, Portfolio Accounting Team Leader
- Brandes Invstment Partner, Portfolio Accounting Associate
- Nicholas-Applegate Capital Management, Reconciliation Specialist
- Nicholas Applegate Capital Management, Client Service Intern
Other responsibilities at Meketa:
- Defined Contribution Practice Group
- Global Macroeconomic Investment Committee
- BS, University of California
- CFA® charterholder, CFA Institute
- CAIA Charterholder
Nick enjoys traveling, hiking, skiing, reading, and trying new food. He is a contributor to environmental causes. He currently volunteers as a member of the Programs Committee with the CFA Society San Diego.