Jeffrey R. Erickson

Jeff Erickson must have been born under the sign of Aquarius. Everything about Jeff, from his hobbies to his education to his career moves, seems to involve water. Consider his three current favorite outdoor activities: scuba diving, canoeing and fishing. Ask him about his past, and you will learn that Jeff captained his high school swim team and that he lived on Lake Geneva during a year spent in Switzerland. Ask Jeff about graduate school, and he will tell you that he found the water activities on Lake Mendota to be a great incidental benefit of attending the investment analysis graduate program at the University of Wisconsin Graduate School of Business. Naturally, Jeff dove at the chance to make the move from the Upper Midwest for sunny Naples on the Gulf of Mexico. And the location selected by Jeff and his wife, Trish, when they first moved to Naples? On the water, of course!

Previous experience: vice president and portfolio manager, Advantus Capital Management. Education: CFA Institute (CFA), University of Wisconsin-Madison (M.B.A., B.S.). Editorial contributions: The Wall Street Transcript, Florida Trend, Gulfshore Business, n the magazine of naples, Naples Daily News, St. Louis Post-Dispatch, Toronto's The Globe and Mail, Twin Cities Business, and The Business Journal of Minneapolis and St. Paul. Professional and community organizations: former president, Naples Financial Analysts Society; member, Twin Cities Society of Security Analysts; board member and Investment Committee member, Community Foundation of Collier County.

Contact Jeff at 239.263.2321 or jerickson@lowryhill.com.

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