Chicago - North Wacker

Erik Kratz

CFA®, CAIA®

Principal, Senior Portfolio Manager

123 N Wacker Dr, Suite 1100
Chicago, IL 60606

Erik Kratz
Erik Kratz

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CAIA® – Chartered Alternative Investment Analyst®

About Erik

Erik is a member of the research team. He has managed relative-value portfolios of equity, fixed income, commodity, and currency futures and has been responsible for developing and rebalancing fundamentally weighted indexes used in ETF strategies. Erik has held financial services roles, first for Breakwater Capital and then for Northern Trust Asset Management

Education and Professional Milestones

-Miami University, Ohio – bachelor’s degree in finance with a minor in economics

-Joined Focus Partners Wealth through the firm’s 2024 merger with Mid-Continent Capital