Kurt has been building investment portfolios and helping clients achieve their goals since 2003. Prior to joining Knightsbridge, Kurt was the President of Buffalo Capital Corporation. Prior to that, he was on the portfolio management team for a boutique municipal bond manager with approximately $7 billion in assets under management. Before that, he spent five years at Pacific Investment Management Company (PIMCO). Kurt earned his MBA from the University of Virginia’s Darden School of Business. He received his BA in economics from Claremont McKenna College where he was on the Men's Basketball Team. He currently serves on the board of LEAD OC and is an active member of the Commodores Club of Newport Beach.
John G. Prichard, CFA
John founded Knightsbridge in 1998. 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®
Jeff brings more than 40 years’ experience to 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 joined Knightsbridge in 2020. He earned his MBA from the University of California Los Angeles and received his BA from San Jose State University. He received a Certificate in Financial Planning from
the College for Financial Planning and is a
CERTIFIED FINANCIAL PLANNER™ professional.
Miles E. Yourman, CFA
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.
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 received her Certificate in Financial Planning from the University of California, Irvine and is currently pursuing her Certified Financial Planner (CFP®) designation.
Mia actively manages the inception and investment of new accounts as well as rebalancing based on cash flows. She designs and executes full liquidations, trims overweight positions, creates systems to manage wash sale violations, executes tax-loss harvesting exercises, and oversees account objective changes. Mia has experience as a Project Engineer for Valdez Plastering, Inc. She graduated cum laude and received her BA in Business Administration with an emphasis in Operations and Decision Technologies from the University of California, Irvine. Fluent in Mandarin, Mia is currently pursuing her Certified Financial Planner (CFP®) designation.
Ivan B. Lee
Director of Operations
A member of the Knightsbridge team since 2006, 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.
Teresa A. Wagner, CFP®
Chief Operating Officer
Chief Compliance Officer
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.