Ryan Erickson serves as Managing Director, Senior Portfolio Manager, Partner at SlateStone Wealth. As Managing Director, he oversees the firm’s Midwest region from the firm’s Madison, WI regional office. He is also responsible for managing custom investment portfolios for a select number of high-net worth families and institutions. In addition, Ryan leads the team that manages the firm’s Core Equity investment strategy, equity stock selection and chairs the Equity sub-committee, while playing an integral role on our Investment Policy Committee. Ryan joined SlateStone Wealth in 2021.
Ryan started his career in the early 90’s as an intern at Holt-Smith Advisors, a Madison, Wisconsin Registered Investment Advisor. The team and client base that Ryan worked with were ultimately part of an acquisition in 2013 that SlateStone’s co-founders subsequently oversaw at their former firm, Banyan Partners. While at Holt-Smith and after completing his Finance, Investments, Risk Management and Insurance degrees at the University of Wisconsin, Ryan was promoted from intern to Assistant Portfolio Manager. Ryan also earned the prestigious Chartered Financial Analyst® designation granted by the CFA Institute.
Over the years, Ryan grew with Holt-Smith, assisting in systematizing the investment process and co-managing investment portfolios. During Ryan’s tenure, the firm was recognized with multiple awards and recognition for top investment performance results during the 90’s and early 2000’s, as the firm grew from $20 Million in assets under management to nearly $2 Billion by 2002.
Over the years, Ryan rose to the Chief Investment Officer at Holt-Smith and led the development of a Large Cap Value Portfolio and a diversified ETF model portfolio to complement the firm’s Large Cap Growth and Mid Cap Growth Strategies. In 2013, Holt-Smith Advisors was acquired by Banyan Partners in Palm Beach Gardens, Florida and Ryan moved into a Senior Portfolio Manager role with the firm.
In 2014, Boston Private Financial acquired Banyan Partners and Ryan took the opportunity to move to Vero Beach, Florida, joining PNC Wealth Management, where he managed a large book of wealth management clients. Moving to PNC offered Ryan the opportunity to manage client assets while also gaining valuable wealth planning, trust, and banking experience.
The Midwest eventually pulled Ryan and his family back home three years later when he took a position with BMO Harris Private Bank, managing client portfolios as well as supervising the Assistant Portfolio Manager team for the entire Midwest. He is an alumnus of Leadership Greater Madison and is also a past Board Member of the Wisconsin Badgers Basketball Boosters.
Ryan lives in Waunakee with his wife and their four children, and three dogs.