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Erik Strobel
Senior Investment Associate at YMCA Retirement Fund
Erik Strobel, CFA, is an experienced institutional investor currently serving as an Investment Director at the YMCA Retirement Fund in New York.12 His career at the YMCA Retirement Fund has shown steady progression since he joined the organization in 2017:
- Senior Investment Analyst (August 2017 - January 2019)
- Investment Associate (January 2019 - July 2020)
- Senior Investment Associate (July 2020 - August 2022)
- Investment Director (July 2022 - Present)
In his role, Erik is responsible for overseeing the fund's private equity and venture capital investment portfolios.2 He focuses on fund investments and co-investments in these areas.1
Education and Early Career
Erik Strobel holds a Bachelor's degree in Economics from the University of Connecticut, which he earned between 2012 and 2013.1 Prior to that, he studied Finance at Southern Connecticut State University from 2008 to 2012.1
Before joining the YMCA Retirement Fund, Erik gained valuable experience at the UConn Foundation, where he worked as a Senior Investment Analyst for over five years (May 2012 - July 2017).1 During his time there, he was involved in various aspects of managing the Endowment Portfolio.1
Additional Experience
While in college, Erik participated in the Ad Astra Student Managed Investment Fund for two semesters, managing over $100,000 in University Endowment funds and actively investing in large-cap domestic equities.1 Notably, during his tenure, the fund outperformed the S&P 500.1
Professional Achievements
Erik has earned the Chartered Financial Analyst (CFA) designation, which is a globally recognized professional credential in the investment management industry.1 This certification demonstrates his expertise and commitment to ethical standards in the field of investment management.
At the YMCA Retirement Fund, Erik works alongside other investment professionals to manage the fund's assets, which totaled approximately $8.7 billion as of 2022.2 His role involves significant responsibility in the private markets sector of the fund's investment strategy.
Erik Strobel's career trajectory showcases his dedication to institutional investing and his growing expertise in private equity and venture capital within the context of retirement fund management.