Eagle Ridge Investment Management, LLC is very pleased to announce that Lynn R. Najman, CFP® will be joining the firm as a Personal Financial Strategist. Lynn comes to Eagle Ridge after many years of successfully running her own firm, LRN Associates. She will continue to be directly involved in client relationships, providing financial planning and portfolio management. Additionally, Lynn looks forward to the added flexibility that working with a larger team will allow. She plans to deepen her commitment to helping empower women through financial education and mentoring.
With more than 25 years of experience, Lynn worked as an institutional security analyst and economist for major financial firms before turning to personal wealth management. Lynn received her Bachelor’s in Economics from Barnard College in New York City after attending Hunter College High School. She holds a Master’s in Economics from Stony Brook University. Lynn was selected as a member of the Long Island Business News Top 50 Women in Business in 2020.
“Lynn brings an impressive background in financial planning and investment management to Eagle Ridge. Her experience and skill set in working with individuals and families will further enhance our client service capabilities,” said David K. Laidlaw, Managing Partner at Eagle Ridge.