Meet the Team

John founded Knightsbridge in 1998. He is a Chartered Financial Analyst (CFA) Charterholder and earned an MA in finance and banking from Boston University and a BA in economics from the University of California San Diego.

John is a past President of the CFA Society of Orange County and served as a Trustee of the South Coast Repertory Theatre, Newport Beach Public Library and Boys and Girls Club of Laguna Beach.

A member of the Knightsbridge team since 2010, Miles is deeply involved in the firm’s investment process and portfolio management efforts. He is a Chartered Financial Analyst (CFA) Charterholder and earned an MBA from Columbia University, where he graduated with Dean’s Honors and Distinction and was awarded the Sonkin Family Prize for Value Investing. Miles earned an AB in economics from Dartmouth College (Phi Beta Kappa, magna cum laude). Before joining Knightsbridge, he worked for Citigroup in New York and London. Miles currently volunteers for the Witte Lecture Series from the Newport Beach Public Library Foundation.

A member of the Knightsbridge team since 2006, Teresa serves as a primary client contact, the firm’s Chief Operating Officer, and Chief Compliance Officer. Prior to joining Knightsbridge, Teresa served as Vice President with fund administration and compliance oversight responsibilities for Pacific Investment Management Company (PIMCO). Prior to PIMCO, she directed advisory administration and subsidiary development for Pacific Financial Asset Management Company and worked as an analyst for Pacific Life.

Teresa graduated magna cum laude with a BA in business administration from the University of Phoenix. She received a Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a member of NARSSA, having earned her Registered Social Security Analyst credential (RSSA).

Geoffrey applies his long-tenured experience in financial analysis and investment management to providing high-quality wealth management services to clients. Prior to joining Knightsbridge, he served as a Portfolio Manager and Senior Equity Analyst for Hudson Edge Investment Partners, an RIA in the New York City area. Geoffrey is a CFA Charterholder and graduated from Colgate University with degrees in Economics and Philosophy.

Patty manages the human resources, compliance and marketing initiatives for Knightsbridge. Prior to joining the team, she served as Vice President of Community Relations – Orange County at Bank of America, where she led the implementation of local internal and external brand engagement for the global company. Prior to her career in the financial industry, Patty held leadership positions in communications and public affairs for the Orange County Business Council where she gained advanced knowledge of the local business community’s interests. She started her career in Orange County in 2013 as a reporter for The Orange County Register. She currently serves as the Marketing Co-Chair for the OC Forum and sits on the OC United Way’s United to End Homelessness Advisory Council, and is a past president and active member of the Orange County Public Relations Society of America. Patty graduated Cum Laude with a degree in journalism from Chico State, where she served as Managing Editor of the college’s student-run newspaper.

Jessica is actively involved in the firm’s portfolio evaluations, trade execution, and research performed in collaboration with the investment team. Prior to joining Knightsbridge, she worked in the Finance and Accounting team at Arixa Capital, a real estate lender and alternative investment manager in Los Angeles, CA. Jessica earned her Master’s Degree in Financial Engineering from the UCLA Anderson School of Management. She attained a BS in Mathematics and a minor in Economics from the University of California, San Diego.

Jackie provides exceptional client service while being responsible for processing transactions, opening and updating accounts, and managing various requests. Prior to joining Knightsbridge, she spent two years working as a Client Service Specialist at a boutique RIA firm, where she gained foundational knowledge in wealth management. She earned her BS in Economics from the University of Redlands.