Ron Sages is a senior investment officer and director of personal financial planning for Eagle Ridge Investment Management, LLC, a wealth management firm, based in Stamford, Connecticut. A former wealth management entrepreneur for 25 years with 20 years of Money Center Bank experience, Sages earned his doctorate in Personal Financial Planning from Kansas State University in 2012 and his M.B.A. in Finance and Taxation from the University of Connecticut in 1979.
His research interests are in behavioral finance, risk management and financial literacy. As a financial planning practitioner and researcher, Sages aspires to bring applied research to financial planning practitioners in an effort to provide practical solutions to client-focused challenges. Sages is a member of the CFA Society Stamford (CT), Estate Planning Council of Lower Fairfield County (CT), the National Association of Estate Planning Councils, American Council on Consumer Interests, Financial Planning Association and the Financial Therapy Association.
Ph.D. in Personal Financial Planning, Kansas State University, 2012
M.B.A. in Finance and Taxation, University of Connecticut, 1979
B.G.S. in Liberal Arts, The Ohio University, 1973