Women in Biohealth Personal/Professional Development: Financial Fitness Lunch & Learn
Do you have finance goals for 2022? Are you curious about the state of the economy? Women in Biohealth is honored to introduce Lisa Erickson. Lisa is a Senior Vice President for US Banks’ Wealth Management Group and is excited to share her experience and expertise!
Lisa will be covering topics including:
- Her career story and risks she took along the way
- 2021 market recap and 2022 outlook
- Economic impact and risk of supply chain and inflation
We hope you can join us for this informative lunch and learn!
About Lisa Y. Erickson, CFA:
As Co-Head of Public Markets Due Diligence, Lisa is responsible for directing all public markets investment research and fund manager selection for U.S. Bank Wealth Management. This work includes money manager due diligence, investment strategy review, asset class idea generation, process enhancement and portfolio inclusion for equity, fixed income, real asset and balanced strategies. Lisa also is a member of the Investment Strategy Committee, which drives the firm’s asset allocation and portfolio construction policy for clients.
Lisa is a frequent spokesperson for Wealth Mangement and appears on CNBC, Retuers, Bloomberg TV, Yahoo Fianance and Fox Business, as well as print media such as the Wall Street Journal.
Lisa has more than 30 years of experience in the financial services industry. Prior to joining U.S. Bank, she led research teams at Russel Investments and Altura Capital. She also served in numerous other roles, including caital markets analysis, investment infrastruction creation, product development and management and instritutional client service.
Lisa is a member of the CFA Society of Minnesota and the CFA Institute. She has a passion for her community and serves on the boards of the Minnesota Women’s Economic Roundtable and EPPIC Ministries.