- Kaushal “Ken” Majmudar, CFA – Portfolio Manager and Managing Partner
- Terrance P. McGuire – Portfolio Manager and Partner
- Valerie R. Lemmon, CFA – Investment Analyst
- Dina Delmonico – Client Service Associate
Kaushal “Ken” Majmudar, CFA – Portfolio Manager and Managing Partner
Kaushal “Ken” Majmudar, CFA founded Ridgewood Investments in 2002 and serves as our Chief Investment Officer with primary focus on managing our Value Investing based strategies. Ken graduated with honors from the Harvard Law School in 1994 after being an honors graduate of Columbia University in 1991 with a bachelor’s degree in Computer Science. Prior to founding Ridgewood Investments in late 2002, Ken worked for seven years on Wall Street as an investment banker at Merrill Lynch and Lehman Brothers where he has extensive experience working on initial public offerings, mergers and acquisitions transactions and other corporate finance advisory work for Fortune 1000 companies. He is admitted to the bar in New York and New Jersey though retired from the practice of law.
Ken’s high level experience and work with clients has been recognized and cited on multiple occasions. In 2009, Businessweek.com named Ken Majmudar one of the 50 Most Experienced Independent Advisors in the country. In 2005, Kaushal and The Ridgewood Group were also recognized as a 5-star advisor, their highest rating, by Paladin Registry.
He is a noted value investor who has written and spoken extensively on the subject of value investing and intelligent investing. He has been a member of the Value Investors Club – an online members-only group for skilled value investors founded by Joel Greenblatt, SumZero – an online community for professional investors, and has also written for SeekingAlpha – among others. Ken is active in leading professional groups for investment managers as a member of both the CFA Institute and the New York Society of Securities Analysts.
Terry McGuire heads up our Dividend Strategies Group. He has main responsibilities for our dividend related investment strategies, including our Core Dividend and Dividend Growth offerings. Terry has had a passion for dividend growth stocks for most of his investing career and joined Ridgewood specifically to focus on building our Dividend Strategies Group. In addition to his Ridgewood responsibilities, Terry also serves on the Board of Trustees of the Boston Athenaeum.
Prior to joining Ridgewood, Terry was a Senior Vice President at The Capital Group Companies, Inc. where he served as a Portfolio Counselor in The Growth Fund of America and the SMALLCAP World Fund. In addition to his Portfolio Counselor responsibilities, Terry had previously covered several industries as an Analyst at Capital, including cruise lines, gaming , hotels, semiconductor capital equipment, semiconductors and test & measurement companies.
Terry received his MBA, with distinction, from Harvard University Graduate School of Business Administration in 1998. He received first and second year honors at Harvard Business School as well as a Distinguished Teaching Award for his work with undergraduates at Harvard University.
Prior to business school, Terry worked as a lawyer at Testa, Hurwitz & Thibeault, LLP in Boston. He received his JD from Harvard Law School in 1994 and was admitted to the Massachusetts Bar that same year (now since retired). Terry received a BA in Economics and Rhetoric, with honors, from the University of California at Berkeley in 1991.
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.
Dina Delmonico is a Client Service Associate for Ridgewood Investments. Prior to joining Ridgewood, Dina was an Administrator in the Equity Research Department at Morgan Stanley. Dina attended St. Johns University in NY and completed a certificate in secretarial studies from Katherine Gibbs School in NY.