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Implement the best investment strategy for your finances. Contact Ridge Creek Global in Cleveland, OH to schedule a financial consultation with our investment advisors. Let us know how we can be of assistance to you. Call or send a message by filling out the form with your contact information. We promise to get back to you as soon as possible.
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Chief Executive Officer and Founder
Kathi has broad experience in a wide range of asset classes, both private and public. She has considerable experience in wealth management issues including designing and implementing investment strategies in a variety of environments. She has worked extensively with investment committees, investment managers, attorneys, not for profit staff and trustees, and financial institutions. Kathi is a Chartered Financial Analyst, a Certified Private Wealth Advisor® earned an MBA (Finance) and a BA (Finance). Kathi received additional investment education by completing the Callan Associates Consulting program and by completing allocation and analytics training with Wilshire Associates.
Kathi served in the United States Navy and was honorably discharged. She has served as Treasurer of the Cleveland Society of Securities Analysts and Co -Chair of the Continuing Education Committee. She was Chair of the Investment Committee of the Child Guidance Center Foundation Board, served on the Cleveland Opera Foundation Board and the Greater Cleveland Hospital Association Pension Investment Committee.
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Chief Investment officer, Chief Compliance Officer and President
Bill has been in the investment profession for 40 years. Prior to joining Ridge Creek Global, Bill was a Director at Victory Capital Management, the investment division of Key Bank, responsible for almost $40 billion in assets. Bill began his career with Key Bank’s predecessor, beginning as an investment research analyst with The Cleveland Trust Company. Bill has broad experience in a wide range of market environments; as well as a keen understanding of strategic issues impacting investment valuations. He also has extensive experience and capacity in understanding the intricate issues of corporate governance, allowing him to recognize areas that may constitute conflicts of interest, an area of growing concern and certainly one that impacts investment valuations and manager selection issues. Bill is a Chartered Financial Analyst, earned a M.A. in Economics from Cleveland State University and a B.S. in Business Administration from Capital University.
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Director of Research and Client Service
Alex works closely with our high net worth families and our foundation clients. He authors our Quarterly Letter and is deeply involved in all aspects of the investment processes of the firm.
Alex earned a BSBA from the E. Claiborne Robins School of Business at the University of Richmond with a concentration in Finance. The program is highly regarded and considered to be very rigorous academically. Alex graduated from St. Ignatius High School, Cleveland, Ohio. He was an intern with the firm for several years. While an intern, Alex was exposed to all aspects of the firm and was instrumental in establishing and recruiting for our intern program. He continues to head the intern program and has become an integral part of the investment process and client relationships. He joined the firm in 2010.
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