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Ridge Team

Ridge Investment Advisors is comprised of a team of experienced, educated and dedicated wealth management experts. With a clientele of high net worth individuals, they ensure that their clients' investment goals are planned, monitored and met, with all account administration being handled smoothly.

Richard Mayer

Richard A. Mayer
Managing Director

Throughout over 40 years in financial services, Mr. Mayer is constantly adapting and improving his management philosophy and investment strategies.  Having spent fifteen years in banking and 25 years in the investment world, he has gained  extensive experience and knowledge about wealth management techniques that endure.  Much of that philosophy can be summarized in the words:  Predictable and Sustainable that has been become the overriding philosophy of the firm’s investment management service.   At Ridge, Mr. Mayer’s investment philosophy, and over forty years of experience are combined with a capable staff of seasoned professionals to offer unique, effective and very personal wealth management service.

Mr. Mayer has owned and managed this independent wealth management firm since 1996 when it was acquired from Ridge Capital Corporation.  The firm was moved from Barrington, Illinois to Chicago where it now resides on North Michigan Avenue.  In addition the firm has grown and added capable staff to provide excellent service to our many local and national clients.  The investment philosophy at Ridge is to first preserve wealth and through its broadly diversified, high quality; long term investments enable client’s portfolios to grow while embracing a low risk profile. 

Prior to the acquisition of Ridge, Mr. Mayer served as Investment Advisor at Morgan Stanley in Chicago and prior to that he was with William Blair & Co. in their Institutional Department where he served clients in the Chicago, New York and Connecticut. 

His banking career began in 1969 with Continental Bank in Chicago were he served as a banking/lending officer and Department Manager.  He later left that position to become President and Director of the Chicago Bank of Commerce, a middle market banking institution in Chicago.

As a lifelong resident of Chicagoland, Mayer has served on various boards that include:

Trustee and former Chair of the Investment Committee of Fourth Presbyterian Church, Director of Sedgwick Street Fund, Trustee and Chair of the Investment Committee of the Mayer Family Foundation, Trustee of the Brain Research Foundation, Trustee UCAN Children’s’ Network, member of the Visiting Committee for the College of LS&A at the University of Michigan and member of the Dean’s Advisory Council at the Kellogg School of Management in Evanston.  He is currently a board member of the Bluhm Cardiovascular Institute of Northwestern Memorial Hospital.

Mr. Mayer holds a Bachelor Degree from the University of Michigan and Master of Business from Kellogg School of Business at NorthwesternUniversity.

 
   

Peter Amling

Peter C. Amling
Director of Operations, Assistant Portfolio Manager

Mr. Amling joined Ridge Investment Advisors in May of 2005 as the firm’s Portfolio Administrator.  He has since been promoted to Director of Operations. In this role he is responsible for managing the day to day operations of the firm. Mr. Amling is also involved in Client Relations and Information Technology and Business Development activities for the firm. Mr. Amling is a graduate of MarquetteUniversity in Milwaukee with a Bachelor’s Degree in Finance.

Seamus Caruso

Seamus P. Caruso, CFA
Director of Research, Assistant Portfolio Manager

Mr. Caruso joined Ridge Investment Advisors in May 2008.  His current responsibilities include managing the day to day research activities of the firm used in the construction of client portfolios. He is also actively involved in the marketing and business development of the firm.  Prior to Ridge, Mr. Caruso was a Research Analyst with Franklin Templeton Investments where he conducted fundamental security analysis on companies within numerous industries.  He began his career as a Financial Consultant with Merrill Lynch & Co.

Mr. Caruso has a Bachelor’s Degree in Economics from Santa ClaraUniversity.  He is a CFA charterholder and member of the CFA Society of Chicago.

 
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