David Tillson Overview

  • Primary Position
  • Co-Founder, Part...

  • Primary Industry
  • Finance

David Tillson General Information

Biography

Mr. David Tillson was the Co--Founder and served as Partner & Portfolio Manager & Managing Partner at Eagle Ridge Investment Management. He brought his passion for security analysis and client focus to Eagle Ridge. Prior to founding Eagle Ridge, David was a Principal and Senior Vice President of Cramer Rosenthal McGlynn, LLC (CRM) where he was a co-manager for the CRM Large Cap Opportunity Fund and responsible for investments for high net worth individuals. Earlier in his career, David was Managing Director and head of Personal Investments in New York for U. S. Trust Company. David received his B.A. from Brown University and earned an MBA from New York University. David holds the Chartered Financial Analyst designation and is a member of the CFA Society of New York. He is also a member of the Board of Trustees of The Heckscher Foundation For Children. When not at work, David enjoys spending time with his wife, two daughters, and three grandchildren. David and his wife also take great pleasure in traveling abroad.

Contact Information

Primary Position
Co-Founder, Partner & Portfolio Manager & Managing Partner, Eagle Ridge Investment Management
Education
Brown University, BA (Bachelor of Arts)
New York University (Stern), MBA (Master of Business Administration)
Gender
Male

David Tillson Lead Partner on Deals (1)

David Tillson has been the lead partner on 1 deal. Their latest deal was with Laidlaw Group, a other financial services company. The deal was made on 07-Jul-2015.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Laidlaw Group 07-Jul-2015 Merger/Acquisition Completed Other Financial Services Bedford Hills, NY

David Tillson Network (5)

Portfolio Executives (5)

Name Company Role Deal date Location
Benjamin Connard Laidlaw Group Analyst, Assistant Portfolio Manager and Trader 07-Jul-2015 Bedford Hills, NY
Susan Vetere Laidlaw Group Operations Manager 07-Jul-2015 Bedford Hills, NY
Laidlaw Group Co-Founder 07-Jul-2015 Bedford Hills, NY
Laidlaw Group Co-Founder, Managing Director and Portfolio Manager 07-Jul-2015 Bedford Hills, NY
Laidlaw Group Equity Analyst 07-Jul-2015 Bedford Hills, NY

David Tillson FAQs

  • Who is David Tillson?

    Mr. David Tillson was the Co--Founder and served as Partner & Portfolio Manager & Managing Partner at Eagle Ridge Investment Management.

  • How much does David Tillson typically invest?

    David Tillson's median deal size is .

  • What is David Tillson’s main position?

    David Tillson’s primary position is Co-Founder, Partner & Portfolio Manager & Managing Partner.

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