ERIK RIDGLEY
CEO & Chief Investment Officer
Salem Partners Wealth Management
Erik Ridgley, CFA is CEO & chief investment officer of Salem Partners Wealth Management, a fiduciary registered investment adviser (RIA) firm that combines institutional investment expertise with personalized financial planning and customized portfolios to protect and grow the wealth of our clients. Prior to joining Salem Partners, Ridgley was managing director of Citigroup Private Bank, where over 12 years he served as head of investments for the Western U.S. Region, and senior investment counselor supervising $1.2 billion of assets under management for wealthy families.
In 2022, Ridgley navigated his clients through markets impacted by historically high inflation by continuing to patiently invest for the long-term per each client’s custom investment policy statement. He kept the focus on efficient portfolio management and consistent and predictable processes such as portfolio rebalancing, tax-loss harvesting, and tax deferral. This led to after-tax returns which significantly exceeded the pre-tax returns for comparative benchmark indexes.
