David Tillson and John Knox founded Eagle Ridge in 2008.
The principals, who worked as colleagues at US Trust, wanted to create a more client-centered investment boutique focused on research-driven portfolio management.
In 2010, they were joined by Nicholas Frelinghuysen from Oppenheimer Capital, an institutional money manager, to work directly with private clients.
In 2015, David Laidlaw merged Laidlaw Group, LLC with Eagle Ridge to create the firm as it currently exists. Founded in 1998, Laidlaw Group flourished for seventeen years serving as a separate account manager for individual and institutional investors.
Eagle Ridge is a dynamic firm that is constantly evolving to meet the challenges of the markets and the needs of its clients.