James Knight co-founded Adero Partners and has over 30 years of experience in investment, tax, and financial planning. James manages the day-to-day operations of Adero, including overseeing trading and reporting.
He previously served as vice president of a local registered investment advisory firm, providing tax and financial planning advice to clients. He is licensed to provide investment advisory services in the State of California.
James spent seven years at PricewaterhouseCoopers (PwC) in their Personal Financial Services practice where he provided clients with financial planning, investment management, tax, and estate planning. James was instrumental in the startup of Asset Management Consulting, the division of PwC that provided investment advisory services exclusively to the firm’s clients. James is a graduate of California State University, Hayward. He also has a master’s degree in finance from Golden Gate University.