Christopher Knox
I have been passionate about the idea of financial freedom for as long as I can remember. I truly understand the power that wealth has to transform the lifestyles and experiences of clients and their loved ones for generations to come. I believe it's critically important to recognize the significant role that intentional planning plays in making clients' visions a reality. Thus, I have focused my career on walking clients through this wealth management process, offering them a long-term path forward that is filled with potential and optimism.
Through targeted discussions, I work with clients to identify their "win," which clarifies their current position, their goals and priorities, and their aspirations for the future. From these inputs, I design a comprehensive plan that considers the many elements of their financial picture.
To do so, I draw from my strong knowledge base across asset classes and investment products to design strategic recommendations for traditional and alternative investment vehicles, wealth structuring, legacy planning, business services, banking and lending products. These approaches can be as simple or sophisticated as each individual scenario requires. Ultimately, my intent is to ensure these strategies are integrated and working in concert.
I am backed by the power of J.P. Morgan's thought leadership and serve as your gateway to the award-winning research1 and market perspectives of an industry leader. I am proud to partner alongside each client, acting as a steady hand in all phases of their wealth journey.
Meet Our Team
Insights
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now