Erik Ridgley
CEO & Chief Investment Officer @Salem Partners Wealth Management
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WORK HISTORY
CEO & Chief Investment Officer @Salem Partners Wealth Management
CEO & CIO of fiduciary and fee-only registered investment adviser firm (RIA) providing boutique multi-family office investment services focused on the needs of founders, corporate executives, and wealthy families. I lead an elite team of senior executives providing high level expertise and attentive service. Our objective is to serve as our clients\' central resource and unbiased advisor across the full range of their wealth management needs. Our service and operations team consistently receives high praise from clients and their CPAs. Our firm culture is unwaveringly “Clients First”. We are fiduciary and fee-only SEC-registered investment advisers (RIA) always. Our investment committee is unmatched in the western United States. Selected to L.A. Business Journal’s 2020 & 2019 List of Most Influential Wealth Managers. Our success is measured not by the number of clients but rather by the depth of each client relationship. SalemPartners was founded over 20 years ago. Assets under management are custodied for safekeeping in third-party segregated accounts at Charles Schwab Advisor Services, which holds $1.8 Trillion of clients’ assets.
EDUCATION
University of California, Berkeley
BS, College of Engineering
Harvard Extension School
Accounting, Management, and Marketing courses completed
UCLA Anderson School of Management
MBA, Carter Fellow (top 2%)
ABOUT ERIK RIDGLEY
Fiduciary registered investment adviser (RIA) firm founded in 2004. Experienced…
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