Erik Daley 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. Erik regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.
Prior to co-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 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 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.
P: (971) 407-4447