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Mike Oliver, CFA

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Mike joined Eagle Ridge Investment Management, LLC in May of 2019.  Mike will be directly involved in portfolio management, financial planning and client service. 

Prior to joining Eagle Ridge, Mike worked as a Senior Wealth Manager for BNY Wealth Management advising high net worth individuals/families, family offices and tax-exempt institutions for 6 years.  Prior to that, Mike worked for 3 years at Lazard Wealth Management as a Vice President and Senior Investment Analyst and for 4 years as a Vice President and Research Associate at US Trust within Bank of America’s Private Wealth Management division. 

Mike received the designation of Chartered Financial Analyst (CFA) from the CFA Institute in 2004. He received an MBA in Accounting & Finance from The Tepper School of Business at Carnegie Mellon University in 2013 and a BS in Economics from the University of Wisconsin in 1999. 

Outside of the office, Mike enjoys being with his wife Jordan and their three children Jackson, Molly and Mason. He enjoys golf, traveling and spending time outdoors.

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