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Profile
Ms. Heather B.
Knuff, CFA, is a Managing Partner at Knuff & Co. LLC.
She has over 30 years of wealth management experience.
Ms. Knuff began her career in 1989 at the Boston Safe Deposit & Trust Company.
In 1994, she joined Fiduciary Trust Company International in New York as a Vice President/Portfolio Manager.
In 2001, she was asked to establish and lead Fiduciary Trust’s new office in northern California at Franklin Templeton’s headquarters.
In 2009, she was promoted to Managing Director and Senior Portfolio Manager, a position she held until she resigned in June of 2018.
She received her BS in Finance from the University of Denver.
Penny Knuff active positions
Companies | Position | Start |
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Knuff & Co. LLC
![]() Knuff & Co. LLC Investment ManagersFinance Knuff & Co. LLC is an independent, SEC-registered investment adviser and wealth management headquartered in Foster City, California. Founded in 2018, the firm offers financial planning and discretionary account management services to high-net-worth individuals, families and institutions. | Chief Executive Officer | 2018-08-31 |
Training of Penny Knuff
University of Denver | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Knuff & Co. LLC
![]() Knuff & Co. LLC Investment ManagersFinance Knuff & Co. LLC is an independent, SEC-registered investment adviser and wealth management headquartered in Foster City, California. Founded in 2018, the firm offers financial planning and discretionary account management services to high-net-worth individuals, families and institutions. | Finance |
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