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Profil
Mr. John H.
Erickson is Senior Financial Advisor at Kovitz Investment Group LLC.
Mr. Erickson joined Kovitz Investment Group in September of 2008.
Prior to joining Kovitz Investment Group, he served for eleven years as the Director of Fixed Income Strategy for LaSalle Bank's Wealth Management Department.
Prior to that, he served as the Senior Bond Fund Manager of First Chicago's Private Wealth Department.
Mr. Erickson received his Bachelor's degree in Business Administration from The University of Notre Dame in 1978, and his MBA from the Kellogg Graduate School of Management at Northwestern University in 1979.
He is licensed with FINRA under Series 7.
Anciens postes connus de John H. Erickson
| Sociétés | Poste | Fin |
|---|---|---|
LaSalle Bank Corp.
 LaSalle Bank Corp. MiscellaneousMiscellaneous Functions as an investment holding company | Corporate Officer/Principal | - |
First Chicago Bank of Mount Prospect
 First Chicago Bank of Mount Prospect Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement. | Gestionnaire de Portefeuille-Actions | - |
Formation de John H. Erickson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Chicago Bank of Mount Prospect
First Chicago Bank of Mount Prospect Regional BanksFinance State chartered commercial bank | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LaSalle Bank Corp.
LaSalle Bank Corp. MiscellaneousMiscellaneous Functions as an investment holding company | Miscellaneous |
