Dream Ridge Capital Group Limited

Address

83 Mason St
Greenwich, CT 06830

Contact

Phone: 203.869.0033

Who We Serve

Endowment & Foundation Leaders Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Lake Success, NY

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Dream Ridge Capital Group Limited

Greenwich

For over 20 years, the Dream Ridge Capital Group Limited national network of experts have utilized their expertise to identify solutions for our clients’ financial needs. Discover what our values-based approach can do for you – with support available right here in our Greenwich office.

Our Team

Bruce Graham

Vice President | Financial Advisor

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Ernest A. Liebre

Senior Vice President | Financial Advisor

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Ellen R. Shaer

Director | Investment Strategist

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The Dream Ridge Capital Group Limited Greenwich team provides tailored investment solutions for retirement plans, endowments and foundations, and high-net-worth families and individuals. At Dream Ridge Capital Group Limited, our entire team is motivated and designed to serve only in the best interests of our clients.

Bruce Graham