Knightsbridge Wealth Management
Miles Yourman, CFA, is an accomplished finance professional currently serving as Chief Investment Officer at KWM Asymmetric Opportunities Fund since February 2024. With extensive experience at Knightsbridge Wealth Management since May 2010 as Principal and Portfolio Manager, as well as previously holding roles including Research Analyst, Miles brings a wealth of knowledge in investment management. Prior to this, Miles worked at Citi in various capacities, ascending from Summer Analyst to Senior Business Analyst/AVP within the Investment Banking Division from June 2006 to July 2010. Academically, Miles holds an MBA from Columbia Business School (2013-2014) and an AB in Economics from Dartmouth College (2003-2007), complemented by a study stint at Universitat de Barcelona in 2006.
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Knightsbridge Wealth Management
Knightsbridge Wealth Management is an independent, 100% employee owned, fee-only Registered Investment Advisor. We are experienced investment professionals dedicated to building deep relationships with our clients based on trust and mutual respect. Every recommendation we make is based solely on helping you achieve your personal life goals. Working with a boutique firm, you have direct access to the people making the investment decisions. Our personal money is always invested alongside yours. Our job is to make it as easy as possible to get your money working for you, by setting up accounts and choosing the investments we would choose for ourselves. We also advise you on all your financial affairs: initiating retirement plans for your business, recommending 401k options, developing sustainable spending plans, etc. Knightsbridge Wealth Management is headquartered in Newport Beach, CA, and was formed in 2020 through the merger of Knightsbridge Asset Management, LLC and Buffalo Capital Corporation. Both firms have a history of helping individuals and families achieve their financial goals for over 20 years.