Erik Daley

(CFA)

Erik is the Managing Principal for Multnomah Group. He is a member of Multnomah Group’s Investment Committee and leads the firm’s tax-exempt practice, focusing on higher education and healthcare organizations. Erik consults regularly with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is a national speaker on retirement plan issues.

Prior to founding the Multnomah Group in 2003, Erik served as a Vice President of Retirement Services and led the Portland, OR practice of a national retirement services firm. In that position Erik was a founding member of the firm’s national Investment Committee and had oversight for business development in the western United States.

Erik is a member of the CFA Institute, the CFA Society of Portland, the CFA Society of Seattle, the American Society of Pension Professionals and Actuaries, the Portland Chapter of the Western Pension Benefit Conference, and the Society for Human Resource Management. Erik holds a B.B.A. from the University of Iowa.

ph: (888) 559-0159 ext. 101
ph: (503) 772-0159 ext. 101
erik.daley@multnomahgroup.com