May 7, 2019
Eagle Ridge Investment Management, LLC is very pleased to announce the hiring of Michael B Oliver, CFA. Mike will be directly involved in portfolio management, financial planning and client service at Eagle Ridge.
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 has an MBA in Accounting & Finance from The Tepper School of Business at Carnegie Mellon University and a BS in Economics from the University of Wisconsin.
“Mike brings an impressive background in investment management and client service to Eagle Ridge. His experience and skill set in working with individuals and families will further strengthen our commitment to exceeding expectations in client service. We believe clients will directly benefit from his contributions, and we are fortunate that he has chosen to join our team," said David K. Laidlaw, Manager at Eagle Ridge.