Eagle Ridge Investment Management is a 12-member team of investment professionals.
Our Portfolio Managers and Financial Planners bring a depth and breadth of experience in managing client portfolios, researching securities and working with clients. Click on a name below to learn more.
John J. Knox III, CFA
John co-founded Eagle Ridge in 2008 and is a Partner and Portfolio Manager. John 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, John 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. John 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.
John received his B.A. from Fordham University and earned an MBA from Pace University. John holds the Chartered Financial Analyst designation and is a member of the CFA Society of New York.
Outside of the office, John and his wife enjoy spending time with their two children, playing golf and skiing.
Reach out to set up your