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.

Susan A. Vetere

Susan joined Eagle Ridge in 2015 and is the Director of Operations. Susan’s extensive experience in portfolio accounting, account movement and money flow help drive Eagle Ridge’s client service.

Susan previously held the same position at Laidlaw Group, LLC where she worked since the firm’s inception. Susan holds an Associate Degree from Berkeley College.

While not at work, Susan enjoys ballroom dancing and spending time with her children and grandchildren.

Reach out to set up your
introductory call.