Eagle Ridge Investment Management is a 13-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.
Alison J. Hamilton, CFP®
Alie joined Eagle Ridge in 2018 as Director of Client Relations and is a financial planner. Alie brings a strong understanding of wealth management and experience with high net worth families to all Eagle Ridge clients.
Prior to joining Eagle Ridge, Alie was a Senior Vice President of Bessemer Trust Company where she assisted high net worth families in all areas of wealth management. Alie began her career at Thorson, Brown and Plunkett, Inc. in roles ranging from Head of Operations to Director of Marketing.
Alie graduated from the University of Edinburgh with an M.A. in Psychology and holds an MBA from the University of Connecticut.
Outside of work, Alie enjoys swimming, spending time with her two children and visiting family in the UK.
Reach out to set up your