Eagle Ridge Investment Management is an 10-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.
Michael B. Oliver, CFA
Mike joined Eagle Ridge in 2019 and is a Portfolio Manager. Mike’s passion for portfolio management and comprehensive advice adds to Eagle Ridge’s client service.
Prior to joining Eagle Ridge, Mike worked as a Senior Wealth Manager for BNY Mellon Wealth Management advising high net worth individuals and families, family offices and tax-exempt institutions. Prior to that, Mike worked at Lazard Wealth Management as a Vice President and Senior Investment Analyst. He began his investment career as a Vice President and Research Associate at US Trust.
Mike received his B.S. from the University of Wisconsin and earned an MBA from The Tepper School of Business at Carnegie Mellon University. Mike holds the Chartered Financial Analyst designation and is a member of the CFA Society of New York.
Outside of the office, Mike enjoys being with his wife and their three children. They keep busy playing golf and spending time outdoors.
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