John J. Knox III, CFA
John joined Eagle Ridge Investment Management, LLC in August 2008 as a Principal and Senior Investment Officer of the firm. John also serves as the firm's Chief Compliance Officer.
Prior to joining Eagle Ridge, John was Managing Director and head of the Connecticut Investment group for U. S. Trust Company. During his tenure at U.S. Trust he served as a member of the company’s Portfolio Policy Committee, the Open Architecture Investment Committee and the Proxy Committee. John also co-managed two of the firm’s proprietary mutual funds. John began his Wall Street career with E.F. Hutton Asset Management where he served as a Portfolio Manager overseeing high net worth client and institutional portfolios.
John received his B.A. from Fordham University and his MBA from Pace University. A Chartered Financial Analyst, he is a member of the New York Society of Security Analysts and the CFA Institute.
Outside of the office, John and his wife Suzanne enjoy spending time with their two children, traveling, playing golf, and skiing.