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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
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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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