Alie CFP

Director Of Client Relations at Eagle Ridge Investment Management, LLC - Stamford, Connecticut, US

Alie CFP's Colleagues at Eagle Ridge Investment Management, LLC
Michael CFA

Partner, Portfolio Manager

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David CFA

Partner, Portfolio Manager

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Louise Nicholls

Compliance & Operations

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Briana Selvy

Dietary Aide

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Lynn Najman

Personal Financial Strategist

Contact Lynn Najman

John Knox

Partner, Portfolio Manager

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Susan Vetere

Director of Operations

Contact Susan Vetere

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Alie CFP's Contact Details
Email (Verified)
***@eagleridgeinvestment.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(203) 227-4515
Location
Company
Eagle Ridge Investment Management, LLC
Alie CFP's Company Details
Eagle Ridge Investment Management, LLC logo, Eagle Ridge Investment Management, LLC contact details

Eagle Ridge Investment Management, LLC

Stamford, Connecticut, US • 28 Employees
Financial Services

Eagle Ridge Investment Management is a SEC registered investment advisory firm that manages portfolios for: • Individuals and Families • Institutions • Trustees and Attorneys • Investment Advisors What we do Our investment process and attention to our clients’ financial well-being distinguishes us from other managers. We manage separate accounts consisting of common stocks, bonds and ETFs. Portfolios are created using a disciplined investment process based on independent research. We work very closely with our clients to meet their unique needs. Every client works directly with a portfolio manager who knows them as a person.

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Frequently Asked Questions about Alie CFP
Alie CFP currently works for Eagle Ridge Investment Management, LLC.
Alie CFP's role at Eagle Ridge Investment Management, LLC is Director Of Client Relations.
Alie CFP's email address is ***@eagleridgeinvestment.com. To view Alie CFP's full email address, please signup to ConnectPlex.
Alie CFP works in the Financial Services industry.
Alie CFP's colleagues at Eagle Ridge Investment Management, LLC are Michael CFA, David CFA, Louise Nicholls, Briana Selvy, Lynn Najman, John Knox, Susan Vetere and others.
Alie CFP's phone number is (203) 227-4515
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