David Edward Erickson
Chief Investment Officer at Ascension Investment Management LLC
Profile
Mr. David E.
Erickson, CFA, is Chief Investment Officer at Ascension Investment Management LLC.
He is responsible for overseeing the administration, management and coordination of all investments, totaling approximately $30 billion, and has more than 31 years of investment industry experience.
Prior to joining Ascension Investment Management, Mr. Erickson served as Chief Investment Officer at the University of Wisconsin Foundation, Madison, Wis., where he supervised an investment team that managed more than $2.2 billion in assets.
He previously served as Vice President and Investment Strategist for Strong Capital Management in Wisconsin, and in leadership roles with PNC Bank/PNC Capital Markets in Pennsylvania, Chemical Bank in New York, and Firstar Bank in Wisconsin.
Mr. Erickson holds a bachelor’s degree in economics from Wheaton College, Wheaton, Ill.
He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis.
David Edward Erickson active positions
Companies | Position | Start |
---|---|---|
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Chief Investment Officer | - |
Former positions of David Edward Erickson
Companies | Position | End |
---|---|---|
Ascension Health
Ascension Health Miscellaneous Commercial ServicesCommercial Services Ascension Health provides health care services. It offers primary and preventative health services through community health centers include behavioural health, counselling services and support groups, child development and early childhood education, dental care, and health education, wellness, exercise and disease management programs. The company was founded in 1999 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | 2012-02-29 |
University of Wisconsin Foundation
University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous University of Wisconsin Foundation (UW Foundation) is a private, nonprofit organization headquartered in Madison, Wisconsin. The Foundation was founded in 1945 and is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison (UW–Madison). UW Foundation is the university’s development and financial partner. | Corporate Officer/Principal | 2009-08-31 |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Portfolio Manager-Equities | - |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Market Strategist | - |
Training of David Edward Erickson
Wheaton College (Illinois) | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
Ascension Investment Management LLC
Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Finance |
University of Wisconsin Foundation
University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous University of Wisconsin Foundation (UW Foundation) is a private, nonprofit organization headquartered in Madison, Wisconsin. The Foundation was founded in 1945 and is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison (UW–Madison). UW Foundation is the university’s development and financial partner. | Miscellaneous |
Ascension Health
Ascension Health Miscellaneous Commercial ServicesCommercial Services Ascension Health provides health care services. It offers primary and preventative health services through community health centers include behavioural health, counselling services and support groups, child development and early childhood education, dental care, and health education, wellness, exercise and disease management programs. The company was founded in 1999 and is headquartered in St. Louis, MO. | Commercial Services |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
- Stock Market
- Insiders
- David Edward Erickson