Jim Ridgeway

Chief Executive Officer, Co-Founding Partner at Leeward Financial Partners, LLC

Role
Chief Executive Officer at Leeward Financial Partners, Llc
Location
Bellevue, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jim Ridgeway

Experienced financial services executive and co-founder of Leeward Financial Partners, LLC. Leeward was formed to bring the institutional asset management experience to individuals and families with wealth. We offer independent investment solutions that provide unbiased recommendations and fee efficiency to our clients. Our services are delivered with complete transparency by seasoned professionals with decades of institutional investment experience.

Experience

  1. Chief Executive Officer

    Leeward Financial Partners, Llc

    May 2017 — Present · Seattle, WA, US

    Co-Founded Leeward Financial Partners to bring the institutional asset management approach to individuals and families. Our combined skill sets offer a unique combination of investment expertise and real world business experience that our clients find refreshing. As a true fiduciary that doesn\'t sell our own proprietary investment product, we bring a refreshing perspective and fee efficient investment option to our clients.

Education

  • Seattle University

    BA, Business - Finance

    1988 — 1990

  • University of Washington

    Business

    1985 — 1988

  • Seattle University

    MBA, Business - Finance

    1995 — 1997

Skills

  • Investment Management
  • Fixed Income
  • Investment Strategies
  • Alternative Investments
  • Portfolio Management
  • Wealth Management
  • Investments
  • Equities
  • Series 63
  • Asset Management
  • Securities
  • Asset Allocation
  • Mutual Funds
  • Hedge Funds
  • Series 7
  • Asset Managment
  • Strategic Planning

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Jim Ridgeway — Chief Executive Officer at Leeward Financial Partners, Llc in Bellevue, WA, US | Unifers