Erica Casale is the Investment Strategist for fixed income and small cap equity strategies at Natixis Investment Managers. She collaborates with the investment teams at Loomis, Sayles & Company to support client service and business development initiatives. Erica’s responsibilities include helping clients and prospects understand the investment process and positioning of the strategies and the role they can play in portfolio construction. Erica joined Natixis in 2017 as Director of Platform Development and was responsible for marketing and servicing mutual funds, SMA's, ETFs, and private placements for institutional, bank trust, and broker dealer clients. She also spent time developing Natixis's fiduciary and institutional channels and provided investment solutions to RIA’s and institutional investors in the Eastern US territory.
Erica holds a BS in finance and marketing from Boston College. She is FINRA Series 7, 6, 31, and 63 licensed.