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Tuesday, Dec 3, 2024

Most Influential Wealth Managers: Erik Ridgley, CFA

Erik Ridgley, CFA

CEO & Chief Investment Officer

Salem Partners Wealth Management

ASSETS UNDER MANAGEMENT: $300 million

Erik Ridgley, CFA is CEO & Chief Investment Officer of Salem Partners Wealth Management, a boutique multi-family investment office for founders, CEOs, entrepreneurial families, and ultra-high net worth individuals. His firm is a fiduciary and fee-only SEC-registered investment adviser that combines institutional expertise in public markets and private investments with personalized financial planning and customized portfolios to drive successful outcomes and build long-term client relationships.

Prior to joining Salem Partners, Ridgley was Managing Director of Citi Private Bank for over 12 years, where he was Head of Investments for the Western U.S. Region, and Senior Investment Counselor supervising $1.2 billion of assets under management for wealthy families, during his distinguished and successful tenure. He began his career as a buy-side equity research analyst and portfolio manager for institutional pension fund clients and mutual funds at Provident Investment Counsel, where he became Senior Vice President.

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