Nathan Erickson, CFA®, CAIA, serves as a Principal and Financial Advisor at CAPTRUST, where expertise in financial advisory is applied. Nathan also contributes as a volunteer at CFA® Institute, demonstrating a commitment to professional development within the finance community. Prior experience includes serving as a Portfolio Manager at Foothills Asset Management, Ltd, and working as a Registered Broker at Charles Schwab, showcasing a strong background in investment management and brokerage services.
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