Robert Ridgley

CFA® CPA®

Chief Investment Officer

Bob Ridgley is the chief investment officer at Octavia Wealth Advisors. He provides investment advisory services and financial planning strategies to individuals and small businesses. Bob loves getting to know clients and constructing portfolios to help achieve their financial goals. He takes a hands-on approach to researching securities and creating model portfolios, communicating closely with advisors and clients before trading securities for client accounts.

Bob joined Octavia with nearly 40 years of financial industry experience. Previously, he served as a financial strategist for Midwest Financial Partners. Before that, he was with Western & Southern Financial Group, a Fortune 500 life insurance and financial services company. He also previously worked as an equity analyst, credit analyst and financial advisor. Bob began his financial services career as a certified public accountant.

Bob earned a Bachelor of Business Administration in accounting, summa cum laude, from the University of Cincinnati. He also holds a Chartered Financial Analyst (CFA ®) designation and is a certified public accountant (CPA).

On the personal side

Married for more than 32 years, Bob has a wife and two grown daughters. He still loves outdoor activities but as a child, Bob was an extreme sports fan. At 11, he held season tickets to University of Cincinnati men’s basketball, attended the NCAA Final Four, and served as a ball boy in a tennis exhibition match between Billie Jean King and Rosie Casals.