Team

We are passionate about what we do. We treat clients and team members like family, and we care deeply about the long-term prosperity and legacies of our “extended” family.

H. Penny Knuff, CFA

Managing Partner

Penny has devoted her entire career, 30 years so far, to wealth management — a passion nurtured by her late grandfather who helped transition the family out of the brewery business during the onset of Prohibition into New York City real estate, and eventually into securities investments in the 1940s.

Penny began her career in 1989 at the Boston Safe Deposit & Trust Company. In 1994, she earned her CFA designation and joined Fiduciary Trust Company International in New York as a Vice President/Portfolio Manager.

In 2001, Penny 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 Penny held until she resigned in June of 2018.

After devoting almost a quarter century to Fiduciary Trust, Penny decided that she could better serve clients and employees under a more dynamic, family-office-oriented business structure. The result is Knuff & Company.

Hillsborough Schools Foundation
• Chairperson of Legacy & Giving Committee
• Co-Chairperson of Audit & Endowment Committee

Multiple Sclerosis Society, Northern California Chapter
• Member of the Board of Trustees
• Member of the Audit Committee

• University of Denver – BS in Finance
• Williams College – New England School of Banking, Trust Certification
• Chartered Financial Analyst

William G. Knuff, III

Managing Partner

Will is a Managing Partner, the Head of Research, Chief Compliance Officer, and a co-owner of Knuff & Company. Will has 29 years of experience in the financial industry, including asset management, investment banking, research, and private equity.

Prior to merging his business with Knuff & Company in February of 2019, Will was the founder and Managing General Partner of Event Capital Partners LLC, and the Portfolio Manager of Event Value Fund, L.P – both of which he established in April 2011.

Prior to this, Will worked in private equity at Tano Capital LLC, where he helped launch and manage the firm and its first dedicated India fund, and previously at Sutter Capital Management LLC and Sutter Holding Company as a Principal and Chairman/CFO, respectively. While at Sutter, he also served on the board of Prandium, Inc. (former parent of national restaurant chains El Torito and Chi-Chi’s), working through its reorganization and eventual dissolution with specialists Alvarez & Marsal, Inc.

Prior to Sutter, Will worked in investment banking at Robertson Stephens, Inc., first in the FIG Group, then in the M&A Group, and finally in the Corporate Finance Group, serving clients in the biotechnology, consumer, financial services, industrial, and telecommunications sectors.

Diversified Risk Insurance Brokers, Inc. (a subsidiary of HUB International) – Director from January 2004 to June 2005

Prandium, Inc. – Director from July 2002 to June 2006

ABG Motors Pvt. Ltd. – Director from November 2007 to July 2009

C-Brite, Inc. – Director from September 2006 to September 2009

Mid-Peninsula Boys & Girls Club Foundation – Director from January 2009 to December 2009, President from January 2010 to June 2018.

 

• Cornell University (Johnson School) – MBA
• University of Texas at Austin (McCombs School) – BS in Finance
• New York University (Stern School) – Executive Education Program
• Series 65

 

Mary Lau

Trust Officer

Mary has been providing investment support and trust services to institutional clients, families, and individuals for over 30 years.

Mary began her career at Security Pacific National Trust Company and worked her way through the ranks to become an Assistant Vice President and Senior Trust Officer.

In 1989, Mary joined the Charles Schwab Trust Company as a Compliance Officer and Senior Client Service Manager, where she assisted with the establishment and development of its trust business. While at Schwab, Mary earned a Certified Retirement Services Professional designation from the American Banking Association.

In 2010, she accepted a position at Fiduciary Trust Company of California as an Assistant Vice President/Trust Administrator, joining Penny’s team in its San Mateo office to assist clients in all matters related to banking, administration, and trust services.

Mary is active in the San Francisco Chinese community assisting with fundraising activities for the elderly. When she is not busy helping others, she enjoys traveling, spending time with her grandchildren, and eating exotic foods.

Service Providers

We have contracts with unaffiliated service providers for certain services, such as custody, information technology, legal, research, and trading. In addition, on behalf of clients, we may occasionally request ad hoc services, such as accounting, banking/lending, and legal, from certain unaffiliated service providers.

BLACK DIAMOND

 


DUFF & PHELPS


PILLSBURY WINTHROP
SHAW PITTMAN LLP

 

SUSTAINALYTICS

 

CHARLES SCHWAB & CO., INC.

 

 

EMONEY

 


S&P CAPITAL IQ