Our Team

Eagle Ridge Investment Management is an 11-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.

Lynn R. Najman, CFP®

Lynn joined Eagle Ridge in 2020 as a Personal Financial Strategist. Lynn brings us her enthusiasm and focus helping clients understand and achieve their goals, with a particular interest in empowering women through financial education and mentoring.

Prior to joining Eagle Ridge, Lynn had her own registered investment advisory firm for over 20 years.  Before turning to personal wealth management, Lynn worked as an institutional security analyst and economist for major financial firms.

Lynn is the former Chair of the Certified Financial Planning Board’s (CFP)  Council on Examinations, a member of the Barnard Business and Professional Women’s Association, and a Trustee of the Village of Sands Point, NY.  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.    She was recently recognized as one of Long Island Business News’ Top 50 Women in Business in 2020.

Outside of the office, Lynn enjoys traveling and going to cultural events. She hopes to visit all 62 of the US National Parks.  She’s at 32 and counting!

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introductory call.