At Callan Family Office, Jeff Erickson serves as the portfolio manager for a select group of family clients. Jeff works closely with clients in developing the optimal asset allocation and custom investment portfolios that align with each family’s unique financial goals. In addition to his work with clients, Jeff manages the Global 25 Equity Strategy, a concentrated equity strategy that owns 25 high-quality companies from around the world.

For two decades, Jeff was Head of Equity Strategy and Founder of the Global 25 Equity Model at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. He began his career as a securities analyst, working for Advantus Capital and then Credit Suisse in Geneva as the company’s North American Equity Strategist. Later, Jeff rejoined Advantus Capital as an equity fund manager, followed by Lowry Hill as an investment principal.

Jeff holds an MBA in finance, with a concentration in applied security analysis, and a bachelor’s degree in finance, with a concentration in economics and international business, from the University of Wisconsin-Madison. He is a member of the CFA Institute, a former president of the Naples Financial Analysts Society, and a member of the CFA Society of Minnesota. Jeff has served on the board of the Community Foundation of Collier County and is the former chair of its Investment Committee.