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Financial Advisors in Stamford, Connecticut

Carnegie Investment Counsel provides wealth management, investment management and financial planning for individuals and families throughout Fairfield County, Westchester County, the Connecticut–New York tri-state area and nationwide.

​Address and Directions

4 High Ridge Park 3rd Floor
​​Stamford, CT 06905


Phone: (203) 227-4515
Toll free: (800) 321-2322

Office Hours:
Monday-Friday
9:00 a.m. - 5:00 p.m.
Carnegie Investment Counsel office in Stamford, CT
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Formerly Eagle Ridge Investment​ Management
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Independent. Fee-Only. Fiduciary.

Carnegie Investment Counsel is an independent, 100% fee-only Registered Investment Adviser (RIA). We do not earn commissions for recommending investments or financial products. As a fiduciary, we are required to put our clients’ interests first.

Our Stamford office combines the resources of Carnegie Investment Counsel with the established local relationships and investment experience of Eagle Ridge Investment Management. Eagle Ridge joined Carnegie in 2025, expanding Carnegie’s presence into Connecticut while bringing an experienced team of portfolio managers and financial professionals into the firm. 
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Located in High Ridge Park near the Merritt Parkway, our Stamford financial advisors serve individuals and families throughout Fairfield County, Westchester County, the Connecticut–New York tri-state area and nationwide. The office provides convenient access for clients throughout lower Fairfield County while remaining connected to the broader New York metropolitan area.
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How We Help

Investment Mangement

​Customized investment portfolios designed around your goals, time horizon, risk tolerance and financial circumstances.
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Wealth & Financial Planning

Comprehensive financial planning to help bring your investments, retirement, and other financial priorities together.
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Nonprofit Investment Management

​Specialized investment management and fiduciary guidance for nonprofit organizations, foundations and endowments.
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Retirement Plan Management

Retirement plan consulting and investment services designed to support employers and improve participant outcomes.
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Meet Our Stamford Financial Advisors

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John J. Knox III, CFA
Principal, Director, Portfolio Manager​
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Benjamin D. Connard, CFA
Principal, Chief Investment Officer​
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Michael Oliver, CFA
Principal, Director, Portfolio Manager
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David A. Tillson, CFA
Principal, Director, Portfolio Manager
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Alison J. Hamilton, CFP®, CDFA®, CTFA
SVP, Financial Planner​
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Alex Velazquez, CFP®, CPWA®, RICP®
SVP, Wealth Advisor​
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Lynn Najman, CFP®
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VP, Wealth Advisor
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View All Carnegie Team

Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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[email protected] 
​
800-321-2322
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*The Eagle Ridge Investment client login is here.

Locations

Canonsburg, PA
Cincinnati, OH
Cleveland, OH
Cranberry Township, PA
Ft. Myers, FL
Los Angeles, CA
Orlando, FL
Philadelphia, PA
​Sag Harbor, NY
Stamford, CT

Toledo, OH

©2026 Carnegie Investment Counsel. All Rights Reserved. 
  • Personal
    • Investment Management
    • Wealth Management
  • Corporate
    • Corporate Retirement Plan Services
  • Nonprofit
    • Foundations and Nonprofits
    • Associations
  • About
    • Carnegie's Story
    • Team
    • FAQs
  • News & Insights
    • Media Wall
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
    • Retirement Plan Talk
  • Contact
    • Talk to An Advisor
    • Request for Proposal
    • Offices
    • Careers
  • Client Login
    • Carnegie Login
    • Eagle Ridge Login