Jeff Erickson

Jeff Erickson is currently serving as an advisor at Listo Global, where he plays a key role in the advisory board. He has a diverse background in finance and strategic partnerships, which enhances his contributions to the organization.

Professional Background

Current Role::

• Advisor at Listo Global: Jeff recently joined the advisory board, bringing his extensive experience in strategic partnerships and investment strategy.23

Previous Experience::

• Forecastr: He leads the Strategic Partnerships team at Forecastr, a software company that specializes in financial forecasting.24
• Abbot Downing: Prior to his current roles, Jeff was the Head of Equity Strategy and Founder of the Global 25 Equity Model at Abbot Downing, part of Wells Fargo’s ultra-high-net-worth business. His career began as a securities analyst, followed by various positions in equity strategy and fund management.1

Education and Qualifications

Jeff holds an MBA in finance with a concentration in applied security analysis from the University of Wisconsin-Madison. He also has a bachelor's degree in finance, focusing on economics and international business from the same institution. He is a Chartered Financial Analyst (CFA) and has been actively involved in financial analyst societies.1

Additional Involvement

Jeff is known for his contributions to various financial organizations and has served on boards, including the Community Foundation of Collier County, where he was also the chair of its Investment Committee.1 His blend of experience in both advisory roles and practical investment management positions him as a valuable asset to Listo Global.