John Jay Knox
Fondateur chez Eagle Ridge Investment Management LLC
Profil
Mr. John J.
Knox is a Partner & Portfolio Manager at Eagle Ridge Investment Management LLC.
He also serves as the firm’s Chief Compliance Officer.
He enjoys portfolio management as well as providing financial guidance to clients.
Prior to joining Eagle Ridge, he was Managing Director and head of the Connecticut Investment group for U.
S.
Trust Company.
He co-managed two of the firm’s proprietary mutual funds and served on multiple committees including the Portfolio Policy Committee.
He began his investment career with E.F.
Hutton Asset Management where he served as a Portfolio Manager overseeing high net worth client and institutional portfolios.
Mr. Knox received his B.A.
from Fordham University and earned an MBA from Pace University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of New York.
Postes actifs de John Jay Knox
| Sociétés | Poste | Début |
|---|---|---|
Eagle Ridge Investment Management LLC
 Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Fondateur | 01/01/2008 |
Anciens postes connus de John Jay Knox
| Sociétés | Poste | Fin |
|---|---|---|
US Trust Corp.
 US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Corporate Officer/Principal | - |
| E. F. Hutton & Co. | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Formation de John Jay Knox
| Fordham University | Undergraduate Degree |
| Pace University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Finance |
US Trust Corp.
US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
| E. F. Hutton & Co. | Finance |
