David A. Tillson, CFA
David formed Eagle Ridge Investment Management, LLC in August 2008 and serves as its Co-Manager and Co-Chief Investment Officer.
Prior to Eagle Ridge, David was a Principal and Senior Vice President of Cramer Rosenthal McGlynn, LLC (CRM) where he was responsible for investments for high net worth individuals and a co-manager for the CRM Large Cap Opportunity Fund. Earlier in his career, David was Managing Director and head of Personal Investments in New York for U. S. Trust Company responsible for the Wealth Management Group and Wealth Advisory.
David received his B.A. from Brown University and his MBA from New York University. A Chartered Financial Analyst, David is a member of the New York Society of Security Analysts and the CFA Institute. He is also a member of the Board of Trustees of The Heckscher Foundation For Children.
When not at work, David enjoys spending time with his wife, Nancy, their two daughters, and their three grandchildren. David and Nancy also take great pleasure in traveling abroad.