Nicholas Erickson

Nicholas Erickson is Vice President of Portfolio Management at Sage Advisory in Austin, Texas, where he leads investment strategy, portfolio construction, and client solutions for institutional and private clients. His current focus encompasses fixed income sectors—especially municipal bonds and securitized bonds—as well as ESG (environmental, social, and governance) investing. He regularly develops tailored investment strategies and advises clients on integrating responsible and sustainable practices into their portfolios.

Erickson’s career at Sage Advisory spans more than 15 years, during which he progressed from Account Executive to Assistant Vice President and ultimately Vice President of Portfolio Management. He started his investment career as an analyst at GMAC, where he gained foundational expertise before joining Sage Advisory in 2008. This long tenure underscores his deep familiarity with portfolio management, fixed income analytics, and client engagement within the investment management sector.

Nicholas holds an MBA from Webster University, a BA in Economics from Grinnell College, and the Chartered Financial Analyst (CFA) designation. His expertise has contributed to Sage Advisory’s thought leadership in responsible investing, particularly regarding financially material issues in sectors such as energy and mining. Erickson is recognized for his commitment to sustainable investing and innovation in financial strategies for diverse asset classes.