Michael (Mike) B. Oliver
•
CFA
What does Mike do at Eagle Ridge?
Mike joined Eagle Ridge in 2019 and is a Partner and Portfolio Manager. He is a member of the Investment Committee and oversees our marketing efforts. He enjoys the opportunity his role provides to pair the analytical aspects of investing with the interpersonal relationships developed while working with his clients.
Where is Mike from?
Mike grew up on a family dairy farm in “small town” Wisconsin. He received his B.S. from the University of Wisconsin and then his MBA from the Tepper School of Business at Carnegie Mellon University. Prior to joining Eagle Ridge, he worked as a Senior Wealth Manager for BNY Mellon Wealth Management following investment related roles at Lazard Wealth Management and US Trust.
Things you might not know about Mike
Mike and his wife met in college, have three children and are just beginning the college search process with their eldest. Mike is an avid outdoorsman and loves spending time camping and fishing in the Wisconsin Northwoods. He loves travel and his most recent adventure was to the Galapagos Islands.
What Mike likes best about Eagle Ridge
“That the decisions we make on the Investment Committee are focused purely on growing our clients’ wealth over the long term without pressures to fill asset class boxes or place products. ”
REACH OUT TO SET UP YOUR INTRODUCTORY CALL.
4 HIGH RIDGE PARK, 3rd FLOOR
STAMFORD, CT 06905
203-227-4515
D.LAIDLAW@EAGLERIDGEINVESTMENT.COM