Kurt handles a variety of responsibilities including portfolio management and client relations. With over 15 years of experience in the investment management industry, Kurt was previously the President of Buffalo Capital Corporation. Prior to that, he was on the portfolio management team for a boutique fixed income manager with approximately $7 billion in assets under management. Before that, he spent five years at Pacific Investment Management Company (PIMCO) in Newport Beach, CA. Kurt earned his MBA from the University of Virginia’s Darden School of Business. He received his BA in economics from Claremont McKenna College.
John G. Prichard, CFA
John co-founded Knightsbridge more than 20 years ago. He 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 Chartered Financial Analyst (CFA) charterholder and served as a past President of the CFA Society of Orange County. He has served as a trustee of the South Coast Repertory Theatre, Newport Beach Public Library and Boys and Girls Club of Laguna Beach. John currently serves on the board of the Newport Beach Public Library Foundation.
Jeffrey Vieth, CFP
With over 40 years of experience in the financial services industry, Jeff is responsible for designing and managing absolute return-focused client portfolios. Jeff was the Founder and Chief Executive Officer of Buffalo Capital Corporation, a fee-only registered investment advisor that merged with Knightsbridge in 2020. He earned his MBA from the University of California at Los Angeles and received his BA from San Jose State University. He received his Certified Financial Planner (CFP) designation from the College for Financial Planning.
Miles E. Yourman, CFA
A member of the Knightsbridge team for over 10 years, 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 Business School, where he graduated with Dean's Honors and Distinction and was awarded the Sonkin Family Prize for Value Investing. Miles spent three years in New York and London working for Citigroup’s Strategy & Planning division before joining Knightsbridge in 2010. He earned an AB in economics from Dartmouth College (Phi Beta Kappa, magna cum laude). He currently serves as Treasurer on the board of the Dartmouth Alumni Association of Orange County.
Client Relations Manager
Erica is responsible for onboarding new clients, facilitating new account openings and interfacing with new and existing clients. Her responsibilities also include the daily reconciliation of accounts and money movement. Erica previously worked for five years at Buffalo Capital Corporation, where she served as Client Service Associate and most recently as Client Relations Manager. She received her BS in business administration with an emphasis in finance from Chapman University. Erica is currently pursuing her Certified Financial Planner (CFP) certification through the University of California, Irvine.
Ivan B. Lee
Director of Operations
A member of the Knightsbridge team for over 15 years, Ivan is involved in client servicing, account management, and trading. Prior to Ivan’s tenure at Knightsbridge, he spent three years at Canterbury Capital Services, Inc. Ivan’s industry experience includes account management, investment management operations, GIPS compliance and performance measurement, portfolio reviews, and client servicing. Ivan received his BA in economics from the University of California, Irvine. He is currently pursuing his Certified Financial Planner (CFP) certification through Boston University.
Teresa A. Wagner
Chief Operating Officer
Chief Compliance Officer
A member of the Knightsbridge team for 15 years, Teresa serves as a primary client contact, as the firm’s chief operating officer, and as 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 is currently pursuing her Certified Financial Planner (CFP) certification through Boston University.