Why the Smartest Families Invest Differently with Eric Knauss. (Ep.109)
Are traditional investment strategies enough to secure a future?
Join Brent Mekosh as he sits down with Eric Knauss, Chief Investment Officer at Proteus, a seasoned advisor with over 40 years of experience in major firms like Merrill Lynch and T. Rowe Price. They delve into the nuances of private equity, real estate, and hedge funds, emphasizing their potential to enhance and stabilize financial portfolios.
Eric discusses:
- The benefits of private investment exposure [00:10:20]
- Understanding the family wealth preservation [00:11:52]
- Innovations in private market accessibility [00:21:34]
- Proteus’ role in democratizing investments [00:30:52]
- And more
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
Connect with Eric Knauss:
About Our Guest:
Eric Knauss is the President and Chief Investment Officer at Proteus. He oversees Proteus’ overall direction, strategy, and operations, including all aspects of investment management from sourcing and selection to due diligence and monitoring. Mr. Knauss is also the lead on managing the Proteus Model Portfolios and Pools. With more than 40 years of experience in the investment management industry, Mr. Knauss began his career at Merrill Lynch and went on to hold leadership roles at T. Rowe Price, GenSpring Family Office, Lazard Wealth Management, and Sight Capital Advisors. Over the course of his career, Mr. Knauss has managed the asset allocation, portfolio construction and portfolio management of large family office and institutional investors on a discretionary basis and has successfully led the creation of two, de novo open architecture wealth advisory practices. He has significant experience in conducting investment manager due diligence and created one of the first after-tax performance reporting systems in the industry.
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