Erik Ridgley, CFA
Verified
Fiduciary and fee-only registered investment adviser (RIA) providing a multi-family investments office for a select group of entrepreneurial clients. Founded 21 years ago. www.SalemPartners.com (310) 806-4200
Mr. Ridgley, 52 years old, was Managing Director of Citigroup Private Bank for over 12 years, where he was Head of Investments for the Western U.S. Region, Senior Investment Counselor, and outsourced chief investment officer to wealthy families with $1.2 billion of AUMs during his distinguished and successful tenure. Before Citigroup, Mr. Ridgley was Sr. Vice President of Sonnenblick-Del Rio, where he was a principal of the real estate private equity group; Sr. Vice President of Joel Mogy Investment Counsel, where he was an investment counselor to wealthy families; and Sr. Vice President of Provident Investment Counsel, where he was a buy-side equity research analyst and portfolio manager for institutional clients. During graduate school, he worked at NWQ Investment Management Co and the Corporate Finance Group of General Electric Capital Corp, and completed his management field study with Freeman Spogli & Co.
Mr. Ridgley is Chairman of the Investment Committee and Boardmember of the West L.A. County Council of BSA. He served on the Boards of the Bel Air Beverly Crest Neighborhood Council of the City of L.A., Bel-Air Association, UCLA Anderson Alumni Association, UCLA Alumni Association (Finance Review Committee), and the CFA Institute Corporate Governance Task Force subcommittee. He has spoken on expert panels at industry conferences, most recently at the 2017 Private Equity Pacific Forum.
Mr. Ridgley graduated with an M.B.A. from UCLA Anderson with highest honors (Carter Fellow), and a B.S. from UC Berkeley, where he also played four years of NCAA Division 1 soccer. He is an Eagle Scout from Troop 223 in Pacific Palisades. He holds the Chartered Financial Analyst (CFA) designation, and FINRA Series 7 & 66 licenses.