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Michelle Eldridge

Co-Founder & Wealth Management Partner

Clear Ridge Wealth Management

United States, Michigan, Portage

About Me

Michelle has been providing wealth management to families and investment management to institutions for more than 23 years. She is a life-long student of the wealth management industry, earning her CFA charterholder and CPWA practitioner designations. Her prior work experience includes commercial lending for a large regional bank and she currently serves on the board of directors and chairs the compensation committee for Mercantile Bank Corporation. She actively incorporates her experience and knowledge of business management with family wealth management to help business owners plan for a successful business exit and transition to retirement. Giving back to our community is important to

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Profile Information

Co-Founder & Wealth Management Partner

Clear Ridge Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portage

Michigan

United States

Aug 6, 2024

Work Experience

Clear Ridge Wealth Management

Co-Founder & Wealth Management Partner
Sep 2014 - Present
Email: eldridge@clearridgewm.com

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