Erich Hickey
Chief Operating Officer and Chief
Investment Officer
Drexel Morgan Capital Advisers
Mr. Hickey is Chief Operating Officer and Chief Investment Officer of Drexel Morgan Capital Advisers. In this role, he is responsible for leading the strategic initiatives across business development, business operations, and marketing. In
addition, he is responsible for macroeconomic research, financial market analysis, investment strategy and research, manager selection, asset allocation and portfolio management. He also manages client portfolios and relationships. He is a member of the firm’s Investment and Management Committees. Prior to joining Drexel Morgan, Erich was President and Co-Founder of Spouting Rock Wealth Advisors, a Philadelphia based consulting firm serving family
offices. Before that, he was the Director of Investments for a single family office and a fixed income portfolio manager and trader at The Glenmede Trust Company.
Erich earned a B.S. in biology from Davidson College. He is a holder of the right to use the Chartered Financial Analyst® designation. He serves on the investment committee for the Pennsylvania Horticultural Society
and the board of directors of Roots2Rise Wellness.
Erich resides in Radnor, PA, where he lives with his wife and 4 children. He enjoys playing golf.
SESSIONS
Breakout Session
#7 | Creating, Reviewing, and Updating Your Investment Policy
Statement
Creating, Reviewing, and Updating Your Investment Policy Statement