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Mini pic valerielemmon
Ridgewood Investments
Manhattan Beach, CA

Valerie Lemmon

CFA®, MBA
The art of intelligent investing.
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Meet Valerie

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Introduction - Valerie Lemmon
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Background - Valerie Lemmon
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Client Case Example - Valerie Lemmon
Video Transcripts

Valerie Lemmon is an Investment Analyst for Ridgewood Investments. Prior to her current position, she spent eight years at The Capital Group Companies, Inc. as an Equity Research Associate.

At Capital, she was a key contributor to research coverage across the market cap spectrum and over a wide range of industries including technology, chemicals and agriculture. Prior to Capital, Valerie was a technology investment banker at SG Cowen Securities and…

Valerie Lemmon is an Investment Analyst for Ridgewood Investments. Prior to her current position, she spent eight years at The Capital Group Companies, Inc. as an Equity Research Associate.

At Capital, she was a key contributor to research coverage across the market cap spectrum and over a wide range of industries including technology, chemicals and agriculture. Prior to Capital, Valerie was a technology investment banker at SG Cowen Securities and Neveric Capital. Valerie is a CFA charterholder and has an MBA from the Haas School of Business at UC Berkeley and a BA in International Relations from Stanford University.

Languages Spoken
Spanish

Services offered

Investment Management
Retirement Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

MBA
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