Ron Sages
Portfolio Manager-Equities at Eagle Ridge Investment Management LLC
Profile
Dr. Ronald A.
Sages is a Portfolio Manager at Eagle Ridge Investment Management LLC.
Prior to joining Eagle Ridge, he ran his own registered investment advisory firm and has years of Money Center Bank experience.
In addition, he continues his academic research in behavioral finance, risk management, and financial literacy through his position as an Adjunct Professor at the University of Georgia.
He received his undergraduate degree from The Ohio University, an MBA from the University of Connecticut and a doctorate degree from Kansas State University.
Ron Sages active positions
| Companies | Position | Start |
|---|---|---|
Eagle Ridge Investment Management LLC
 Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Portfolio Manager-Equities | 2016-12-31 |
Former positions of Ron Sages
| Companies | Position | End |
|---|---|---|
Bankers Trust Co. of Texas
 Bankers Trust Co. of Texas Financial ConglomeratesFinance Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX. | Corporate Officer/Principal | 1992-12-30 |
Connecticut Bank & Trust Co.
 Connecticut Bank & Trust Co. Regional BanksFinance The Connecticut Bank & Trust Co. is a full service commercial bank, which provides banking products and services. The company offers a comprehensive set of loans, deposit services and investment management products for commercial and retail customers, and cash management products for commercial customers. The company also provides online banking, debit cards, merchant credit card processing, direct deposit of payroll and social security checks and sweep accounts. The Connecticut Bank & Trust through contractual arrangements with third-party providers, offers products and services, including trust and fiduciary services, investment management and stock brokerage services, insurance products, including commercial and personal lines of insurance, and payroll processing. The company was founded on March 12, 2004 and is headquartered in Hartford, CT. | Corporate Officer/Principal | 1984-12-30 |
Chapin Asset Management, Inc.
 Chapin Asset Management, Inc. Investment ManagersFinance Founded in 1992 by Ronald Sages, Chapin Asset Management, Inc is a registered investment advisor located in Greenwich, Connecticut. The firm provides customized personal asset and wealth management services for high net-worth individuals, trusts and estates. They specialize in taxable portfolios. The firm has investment responsibility for the following types of trusts and accounts: (1) Charitable Remainder Trusts (2) IRA Rollover Accounts from Qualified Plan Benefits (3) Minors' Exclusion Trusts (4) Charitable Lead Trusts (5) Irrevocable Trusts (6) Generation Skipping Trusts (7) Private Family Foundations (8) Marital and Credit Shelter Trusts (9) Individual Investment Accounts and (10) Gallo Trusts. | Chief Executive Officer | - |
Training of Ron Sages
| Kansas State University | Doctorate Degree |
| The Ohio University | Undergraduate Degree |
| University of Connecticut | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Chapin Asset Management, Inc.
Chapin Asset Management, Inc. Investment ManagersFinance Founded in 1992 by Ronald Sages, Chapin Asset Management, Inc is a registered investment advisor located in Greenwich, Connecticut. The firm provides customized personal asset and wealth management services for high net-worth individuals, trusts and estates. They specialize in taxable portfolios. The firm has investment responsibility for the following types of trusts and accounts: (1) Charitable Remainder Trusts (2) IRA Rollover Accounts from Qualified Plan Benefits (3) Minors' Exclusion Trusts (4) Charitable Lead Trusts (5) Irrevocable Trusts (6) Generation Skipping Trusts (7) Private Family Foundations (8) Marital and Credit Shelter Trusts (9) Individual Investment Accounts and (10) Gallo Trusts. | Finance |
Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Finance |
Connecticut Bank & Trust Co.
Connecticut Bank & Trust Co. Regional BanksFinance The Connecticut Bank & Trust Co. is a full service commercial bank, which provides banking products and services. The company offers a comprehensive set of loans, deposit services and investment management products for commercial and retail customers, and cash management products for commercial customers. The company also provides online banking, debit cards, merchant credit card processing, direct deposit of payroll and social security checks and sweep accounts. The Connecticut Bank & Trust through contractual arrangements with third-party providers, offers products and services, including trust and fiduciary services, investment management and stock brokerage services, insurance products, including commercial and personal lines of insurance, and payroll processing. The company was founded on March 12, 2004 and is headquartered in Hartford, CT. | Finance |
Bankers Trust Co. of Texas
Bankers Trust Co. of Texas Financial ConglomeratesFinance Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX. | Finance |
- Stock Market
- Insiders
- Ron Sages
