GKV Capital Management Co Inc

Elaine Kwei is a CFA® charterholder with 14 years of industry experience. She is currently an advisor at GKV Capital Management Co Inc and has previously worked at Jefferies & Company, Inc., Meta Platforms, and Lucid Motors. GKV Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, tailoring portfolios through a combination of top-down macro analysis and bottom-up fundamental research. The firm manages approximately $357 million with a three-advisor team and integrates held-away accounts and estate-planning support using third-party technology.

Gregory Vogel is a financial advisor at GKV Capital Management Co Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GKV Capital since 2002. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth investors, with a focus on tailored accounts and integrated oversight of held-away retirement and education assets. The firm employs a combined top-down macro and bottom-up fundamental approach, managing approximately $357 million with a three-advisor team.

Sarah Ellis is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at GKV Capital Management Co Inc since 2024 and previously held roles at Curated Wealth Partners, LLC and Morton Capital Management. Prior to her financial advisory career, she spent six years at Peet's Coffee Inc. GKV Capital Management provides discretionary portfolio management and financial planning support to individual and institutional clients. The firm combines top-down macro analysis with bottom-up fundamental research to tailor portfolios, managing approximately $357 million with a three-advisor team.