David CFA

Partner, Portfolio Manager at Eagle Ridge Investment Management, LLC - Stamford, Connecticut, US

David CFA's Colleagues at Eagle Ridge Investment Management, LLC
Jesse Moroyoqui

Associate

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David Tillson

Partner, Portfolio Manager

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David Laidlaw

Managing Partner, Portfolio Manager

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Benjamin Connard

Partner, Portfolio Manager

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Michael Oliver

Partner, Portfolio Manager

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Alex Velazquez

Financial Planner

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Angela Albano

Business Operations Specialist

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David CFA'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
David CFA'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 David CFA
David CFA currently works for Eagle Ridge Investment Management, LLC.
David CFA's role at Eagle Ridge Investment Management, LLC is Partner, Portfolio Manager.
David CFA's email address is ***@eagleridgeinvestment.com. To view David CFA's full email address, please signup to ConnectPlex.
David CFA works in the Financial Services industry.
David CFA's colleagues at Eagle Ridge Investment Management, LLC are Jesse Moroyoqui, David Tillson, David Laidlaw, Benjamin Connard, Michael Oliver, Alex Velazquez, Angela Albano and others.
David CFA's phone number is (203) 227-4515
See more information about David CFA