Lisa Erickson

Lisa Erickson Email and Phone Number

Director of Research @ Altura Capital Management
Minneapolis, MN, US
Lisa Erickson's Location
Minneapolis, Minnesota, United States, United States
Lisa Erickson's Contact Details

Lisa Erickson personal email

n/a

Lisa Erickson phone numbers

About Lisa Erickson

Results-focused investment professional and product manager who provides value-added multi-manager selection, institutional fund management, and exceptional product/client service. Track record of delivering value-added investment insights and programs for large institutional investors. Proven ability to implement large and small scale products/projects on time and within cost. A committed, highly productive professional dedicated to learning new disciplines and focused on continuous improvement.Specialties: Investment expertiseResearch disciplinesProduct developmentGlobal project managementTeam managementExecutive communicationCross-functional partnershipsProcess improvementGlobal client service

Lisa Erickson's Current Company Details
Altura Capital Management

Altura Capital Management

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Director of Research
Minneapolis, MN, US
Lisa Erickson Work Experience Details
  • Altura Capital Management
    Director Of Research
    Altura Capital Management
    Minneapolis, Mn, Us
    View
  • U.S. Bank
    Senior Vice President And Head, Public Markets Group
    U.S. Bank Dec 2012 - Present
    Minneapolis, Mn, Us
    Direct the Public Markets Group for U.S. Bank Wealth Management, the team responsible for mutual fund, separate account, and hedge fund recommendations across asset classes. Serve on the investment strategy committee responsible for strategic and tactical portfolio views and portfolio construction decisions.
    View
  • Altura Capital Management
    Director Of Research
    Altura Capital Management 2009 - 2012
    Coral Gables, Fl, Us
    Headed research effort on emerging managers across asset classes. Generated recommendations on asset managers of interest, evaluated multi-manager structures, and led critical program level reviews for clients. Responsible for ongoing enhancement and evolution of research department activities and process.
    View
  • Russell Investments
    Director, Strategic Infrastructure: Investment Product Team
    Russell Investments 2006 - 2009
    Seattle, Wa, Us
    Expanded team service to business units globally. Accountable for success of divisional product launches and restructures, and managed product pipeline. Provided recommendations and administrative oversight to corporate product and investment committees.
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  • Russell Investments
    Director, Strategic Infrastructure: Galaxy Technology Program Leader
    Russell Investments 2005 - 2006
    Seattle, Wa, Us
    Led $10 million technology program delivering global applications for investment division. Headed four projects with 200+ professionals. Spearheaded user adoption efforts and delivery of technology roadmap.
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  • Russell Investments
    Senior Research Analyst: Capital Markets Research
    Russell Investments 1999 - 2005
    Seattle, Wa, Us
    Headed multiple initiatives to improve global fund performance and research. Enhanced fund management process through portfolio construction assessments. Deepened understanding of critical factors for global equity management.
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  • Russell Investments
    Senior Research Analyst: Global Equity Team Leader
    Russell Investments 1997 - 1999
    Seattle, Wa, Us
    Headed first cross-office team to further globalize research and client service. Oversight of research quality and performance. Innovated portfolio construction approaches for expanding funds business and a trillion dollar global consulting practice.
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  • Russell Investments
    Senior Research Analyst: Global And Us Equity
    Russell Investments 1987 - 1997
    Seattle, Wa, Us
    Accelerated cross fertilization as first analyst assigned for global/US transfer. Formulated research rankings across numerous manager mandates and built portfolio construction recommendations. Managed US value team agenda and trained analysts.
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Lisa Erickson Skills

Investments Portfolio Management Asset Management Equities Investment Management Strategy Asset Managment Mutual Funds Due Diligence Investment Strategies Emerging Markets Alternative Investments Management Capital Markets Asset Allocation Program Management Equity Research Hedge Funds

Lisa Erickson Education Details

  • Depauw University
    Depauw University
    Economics
  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst

Frequently Asked Questions about Lisa Erickson

What company does Lisa Erickson work for?

Lisa Erickson works for Altura Capital Management

What is Lisa Erickson's role at the current company?

Lisa Erickson's current role is Director of Research.

What is Lisa Erickson's email address?

Lisa Erickson's email address is lk****@****ell.com

What is Lisa Erickson's direct phone number?

Lisa Erickson's direct phone number is +161230*****

What schools did Lisa Erickson attend?

Lisa Erickson attended Depauw University, Cfa Institute.

What skills is Lisa Erickson known for?

Lisa Erickson has skills like Investments, Portfolio Management, Asset Management, Equities, Investment Management, Strategy, Asset Managment, Mutual Funds, Due Diligence, Investment Strategies, Emerging Markets, Alternative Investments.

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