John Jay Knox
Founder at Eagle Ridge Investment Management LLC
Profile
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.
John Jay Knox active positions
Companies | Position | Start |
---|---|---|
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. | Founder | 2007-12-31 |
Former positions of John Jay Knox
Companies | Position | End |
---|---|---|
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 | - |
Training of John Jay Knox
Fordham University | Undergraduate Degree |
Pace University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
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