

Edgerly Roberts
Portfolio Manager, Fixed Income
Eagle Bluffs Wealth Management
United States, Maryland, Columbia
About Me
Edgerly is always seeking a challenge to conquer or a problem to solve. Through prudent and disciplined portfolio management and investment analysis, she seeks to find the best opportunities for clients to achieve their financial dreams. She has over 10 years of experience in the financial services industry, with over 6 of those years focused on investment analysis and research. Prior to joining Eagle Bluffs Wealth Management, Edgerly served as the Senior Portfolio Analyst at Landmark Bank in Columbia, MO. During her tenure there, she earned her Accredited Portfolio Management Advisor℠ certification, allowing her to specialize in the fine-tuning of portfolio creation and augmentation proce
Profile Information
Portfolio Manager, Fixed Income
Eagle Bluffs Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbia
Maryland
United States
May 15, 2024
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