John H. Erickson

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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.

Ehemalige bekannte Positionen von John H. Erickson

Unternehmen	Position	Ende
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.	Portfolio Manager-Aktien	-

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Private Unternehmen	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