Erik B. Daley CFA

Managing Principal, Multnomah Group

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 consults regularly 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, and the Portland Chapter of the Western Pension & Benefit Conference. Erik holds a B.B.A. from the University of Iowa.

Appearances