Alison Hamilton Landing Page - Eagle Ridge Investment Management

Alison (Alie) J. Hamilton

• CFP^®, CDFA^®, CTFA

What does Alie do at Eagle Ridge?

Alie is a CERTIFIED FINANCIAL PLANNER™ professional who joined Eagle Ridge in 2018 as Director of Client Relations. She works with clients to develop comprehensive financial plans. In this collaborative process, Alie enjoys working with the client and their other professional advisors to make sure all aspects of the client’s financial life (tax, investments, estate planning, insurance, gifting etc.) are coordinated and positioned for financial success.

Where is Alie from?

Alie grew up in Aberdeen, Scotland. After graduating from the University of Edinburgh with an M.A. in Psychology, she moved to the US where she has spent her career working in wealth management with high-net-worth individuals and families. She received an MBA from the University of Connecticut and later, discovering a passion for planning, obtained her CFP^® designation. Prior to joining Eagle Ridge, Alie was a Senior Vice President at Bessemer Trust company.

Things you might not know about Alie

Back in Scotland, Alie swam on the Scottish National Team and first came to this country on a swim scholarship to the University of New Mexico. She loves to travel, especially with her two children back to the UK to visit her family.