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Tuesday, Mar 25, 2025

Leaders of Influence: Wealth Managers 2025 – Erik Ridgley

Salem Partners Wealth Management

ERIK RIDGLEY
CEO; Chief Investment Officer
Salem Partners Wealth Management

Erik Ridgley, CFA is CEO and 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. In 2024, Ridgley navigated his clients through markets impacted by geopolitical volatility 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.

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 US Region and senior investment counselor, supervising $1.2 billion of assets.

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