Meet Your Advisor


Greg Knox has spent over 15 years in the financial industry at such firms as T. Rowe Price, Deutsche Bank, Wachovia Securities, and Campbell & Company.  Now he is bringing his insight from Wall St. to Main St as an Austin asset management firm.

As a institutional trader, Greg traded all major asset classes, including stocks, bonds, futures, commodities, forward contracts, and foreign exchange rates.  This involved assets under management of billions of dollars and included trades on exchanges in North America, Europe, and Asia.  In addition to some of the more well-known names such as T. Rowe Price, Deutsche Bank, and Wachovia, Campbell & Company was a $15B hedge fund, making it one of the top ten funds in the world, as far as assets under management, at the time he worked there.

Greg also helps small to mid-market business buyers and sellers as a Senior Associate at VR Mergers & Acquisitions here in Austin.

Greg currently holds the Series 65 license and has held the Series 3, 7, 55, and 63 over the course of his career.

Greg graduated from Franklin & Marshall College in Lancaster, PA with a B.A. in Business Administration.  He was a captain of their Division I wrestling team.  He is currently completing an Executive MBA from Cornell University.  Greg enjoys golfing and fishing around Austin.

Greg is married with two children.


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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important disclosures before making a decision to invest. Past performance is not necessarily indicative of future results. No information provided on this website shall be deemed to constitute investment advice or a recommendation to buy or sell any financial instrument or security.