Eagle Ridge Investment Management is a 12-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.
Ronald A. Sages, PhD, AEP®, CFP®, CTFA, EA
Ron joined Eagle Ridge in 2017 and is a Portfolio Manager. Ron brings an enthusiasm for understanding all aspects of financial planning and looks for practical solutions to client-focused challenges.
Prior to joining Eagle Ridge, Ron ran his own registered investment advisory firm and has years of Money Center Bank experience. In addition, Ron continues his academic research in behavioral finance, risk management, and financial literacy through his position as an Adjunct Professor at the University of Georgia.
Ron earned his doctorate in Personal Financial Planning from Kansas State University and his MBA in Finance and Taxation from the University of Connecticut. Ron is a member of the Stamford (CT) CFA Society, Estate Planning Council of Lower Fairfield County (CT), the National Association of Estate Planning Councils, American Council on Consumer Interests, Financial Planning Association, and the Financial Therapy Association.
Outside of the office, Ron spends time cycling, sailing, and cooking.
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