Ryan Erickson, CFA^®, serves as Managing Director, Senior Portfolio Manager, and Partner at SlateStone Wealth. He oversees the firm’s Midwest region from the Madison, Wisconsin, office and manages custom investment portfolios for high-net-worth families and institutions. He is a member of the Investment Policy Committee and contributes to the firm’s Core Equity and High Quality Dividend strategies.

Ryan began his investment career in the early 1990s with a Wisconsin RIA, where he rose from intern to Chief Investment Officer. During his tenure, the firm grew from $20 million in assets under management to nearly $2 billion by 2002, earning multiple awards for top investment performance. He played a central role in systematizing the investment process, co-managing portfolios, and leading the development of a Large Cap Value Portfolio and a diversified ETF model to complement existing growth strategies

Before joining SlateStone, Ryan managed portfolios for a pair of national banks in Florida and Wisconsin. He also supervised a team of assistant portfolio managers across the Midwest.

Ryan holds degrees in Finance & Investments and Risk Management and Insurance from the University of Wisconsin and earned the Chartered Financial Analyst^® designation.