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Two RIAs Merge In The Northeast
Eliane Chavagnon
10 July 2015
Eagle Ridge Investment Management, an independent advisory firm headquartered in Westport, CT, and Laidlaw Group of Bedford Hills, NY, have merged their like-sized RIA firms. The combined firm will take the name of Eagle Ridge Investment Management and have around $550 million in assets under management. The two firms will operate in their current locations until later this year, when they will relocate to a new office in Stamford, CT. David Tillson is president of Eagle Ridge Investment Management and David Laidlaw is founder of Laidlaw Group. “This merger will allow each firm to enhance the investment research and service it provides without sacrificing the unique qualities that attracted clients in the first place,” said Laidlaw.