David A. Tillson, CFA
Mr. Tillson formed Eagle Ridge Investment Management, LLC in August 2008 and serves as its President, Managing Partner and Chief Investment Officer. Prior to Eagle Ridge, Mr. Tillson was a Principal and Senior Vice President of Cramer Rosenthal McGlynn, LLC. He was also President of CRM Private Client Group responsible for investments for high net worth individuals and a co-manager for the CRM Large Cap Opportunity Fund. Prior to joining Cramer Rosenthal McGlynn, Mr. Tillson was Managing Director and head of Personal Investments in New York for U. S. Trust Company responsible for the Wealth Management Group and Wealth Advisory. He was a member of the companys Portfolio Policy Committee, Common Trust Fund Committee, National Wealth Management Oversight Committee, Relationship Review Committee and the Schwab Management Team Council. Mr. Tillson received his B.A. in 1971 from Brown University and his MBA in 1974 from New York University. A Chartered Financial Analyst, Mr. Tillson is a member of the New York Society of Security Analysts and the CFA Institute. He is also a member of the Board of Trustees of The Heckscher Foundation For Children.
John J. Knox III, CFA
Mr. Knox co-founded Eagle Ridge Investment Management LLC in August 2008 as a Principal and senior investment officer of the firm. Prior to joining Eagle Ridge, Mr. Knox was Managing Director and head of the Connecticut Investment group for U. S. Trust Company. During his 13-year tenure at U.S. Trust, from 1995-2008, he served as a member of the companys Portfolio Policy Committee, the Open Architecture Investment Committee and the Proxy Committee. Mr. Knox also co-managed two of the firms proprietary mutual funds. Mr. Knox began his Wall Street career in 1985 with E.F. Hutton Asset Management where he served as a portfolio manager overseeing high net worth client and institutional portfolios. Mr. Knox received his B.A. in 1978 from Fordham University and his MBA in 1984 from Pace University. A Chartered Financial Analyst, Mr. Knox is a member of the New York Society of Security Analysts and the CFA Institute.
Nicholas L. Frelinghuysen
Mr. Frelinghuysen joined Eagle Ridge in June of 2010 as a Principal and senior investment officer of the firm. Prior to joining Eagle Ridge, Mr. Frelinghuysen was Senior Vice President and co-head of All-Cap and Mid-Cap products for Allianz Global Investorsí Oppenheimer Capital subsidiary. Mr. Frelinghuysen served as lead portfolio manager for Oppenheimer Capitalís All Cap Equity and Mid Cap Core strategies, as well as co-portfolio manager of an open-end mutual fund in the Mid Cap value style. Prior to joining Oppenheimer, he spent five years as an equity research analyst at Donaldson, Lufkin & Jenrette following the electric utilities and telecommunications sectors. Mr. Frelinghuysen graduated from Princeton University with a BA in English and holds an MBA in Finance from the Wharton School of the University of Pennsylvania.
Steven Giacona is founder and managing member of Round Table Services, LLC, a wealth management firm with offices in Westfield, NJ and Westport, CT. A certified public accountant, he began his career in the tax department at Coopers & Lybrand, specializing in personal financial services. Mr. Giacona holds a B.S. in Accounting from Marist College and a Master of Science in Taxation from Fordham University. Mr. Giacona was ranked in Barronís 2007 list of top 50 Registered Investment Advisors and recognized in Worth Magazineís 2007 Top 100 Wealth Advisors. He is a member of the Economic Club of New York; serves on the Board of Directors of Cryptolex, Inc.; and is a Trustee of the St. Paulís Episcopal Church Memorial Endowment Trust.
Fred serves as on the Advisory Board of Eagle Ridge. Fred recently retired from Cramer, Rosenthal, McGlynn (CRM). For the better part of the past twenty years Fredís primary responsibility was leading the marketing efforts of the firmís Private Client Group. Prior to CRM, Fred worked at Morgan Stanley Asset Management, Wood Struthers & Winthrop and Alliance Capital. He received a BA from Bowdoin College and attended New York Universityís Business School. Fred served as Chairman of the Retirement Board of the Town of Greenwich and serves as a trustee of the Third Street Music School Settlement.