John J. Knox III, CFA

John J. Knox III, CFA
Principal, Director, Portfolio Manager
Stamford, CT​

CONTACT

John J. Knox III, CFA, is a Principal, Director, and Portfolio Manager at Carnegie Investment Counsel, where he works directly with individuals and families, providing seasoned judgment, experience, and perspective in wealth management.

John began his career on Wall Street with E.F. Hutton before joining U.S. Trust Company and later co-founding Eagle Ridge Investment Management. His extensive background offers clients the confidence of working with a trusted and knowledgeable advisor.

He holds a Bachelor of Arts in Economics from Fordham University and an MBA in Finance from Pace University. He is also a CFA® charterholder.
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Outside of work, John enjoys spending time with his family as a husband, father, and grandfather. He stays active through golf, skiing, and exercise.

About the CFA Designation

The Chartered Financial Analyst (CFA®) charter is a professional designation established in 1962 and awarded by the CFA Institute. To earn the CFA® charter, candidates must pass three sequential six-hour examinations over two to four years. The CFA® Program consists of three levels, covering a broad range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of relevant professional experience in the investment decision-making process. They must also commit to abiding by the CFA Institute Code of Ethics and Standards of Professional Conduct, reaffirming their adherence annually.