Our Team

Eagle Ridge Investment Management is a 14-member team of investment professionals.

Our Portfolio Managers and Financial Planners bring a depth and breadth of experience in managing client portfolios, researching securities and working with clients. Click on a name below to learn more.

Alex M. Velazquez, CFP®, RICP®

Alex joined Eagle Ridge in 2021 as a Financial Planner. Alex brings his focus on comprehensive planning and experience in risk management to all Eagle Ridge clients.

Prior to joining Eagle Ridge, Alex was a Director of Financial Planning Services at Northwestern Mutual. Previously, he was a Client Service Associate with Raymond James – Wright & Associates, LLC. Alex began his investment career with David Lerner Associates, Inc. as an Investment Counselor.

Alex received his B.S. degree in Political Science from SUNY College at Oneonta.

Outside of the office, Alex enjoys spending time with his wife and daughter. Together, they love exploring parks and trails with their two hound-dogs, Lady & Archie.

Reach out to set up your
introductory call.