Chicago - North Wacker

Erik Kratz

CFP®, CAIA®

Portfolio Manager

123 N Wacker Dr, Suite 1100
Chicago, IL 60606

Erik Kratz
Erik Kratz

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CAIA® – Chartered Alternative Investment Analyst®

About Erik

Erik began his career in 2009 managing relative value portfolios of equity, fixed income, commodity, and currency futures for Breakwater Capital. From 2012-2015, he was a quantitative investment analyst for Northern Trust Asset Management, responsible for developing and rebalancing fundamentally weighted indexes used in ETF strategies.

Erik earned his B.S. in Finance with a minor in Economics at Miami University (OH). He holds the CFA and CAIA designations and is a member of the CFA Institute, CFA Society of Chicago and CAIA Association.