General Investing >> Money Manager Interviews >> February 7, 2005


JEFFREY R. ERICKSON joined Lowry Hill to establish Lowry Hill's Naples, Florida, office. In addition to managing assets for a select number of Lowry Hill clients, he is part of the team responsible for the firm's International Equity portfolio. Mr. Erickson has 19 years of money management experience in the United States and Switzerland. Prior to 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, he was the North American Equity Strategist for Credit Suisse in Geneva, Switzerland. Mr. Erickson began his career as an analyst responsible for recommending stocks, fixed income private placements, and oil and gas limited partnerships and as a National Bank Examiner for the Comptroller of the Currency, an agency of the U.S. Treasury Department. Mr. Erickson earned an MBA in Finance from the University of Wisconsin at Madison, where he was selected for the Applied Security Analysis Program. He also earned a BBA in Finance from the University of Wisconsin at Madison, where he concentrated his academic studies in Economics and International Business. Mr. Erickson is a Chartered Financial Analyst and a member of the CFA Institute. He is president of the Naples Financial Analysts Society, and has been a member of the Twin Cities Society of Security Analysts since 1987. In addition, he is on the investment committee for the Community Foundation of Collier County. His comments on investment strategy have appeared in national and local media, including Florida Trend, The Business Journal of Minneapolis and St. Paul, St. Louis Post- Dispatch, and Toronto's The Globe and Mail. Profile
TWST: Would you start with a brief overview of Lowry Hill and your

responsibilities there?

Mr. Erickson: Lowry Hill is a wealth management firm. We hold $6 billion

in assets for 300 families