Giles R. A. Fox, CFA®
Director of Research
Senior Vice President
Denver, CO
About Giles R. A. Fox, CFA®
With 39 years of investment experience, Giles is a Senior Advisor, Director of Research and a member of the Investment Committee. His primary roles include working with clients, managing portfolios, financial planning and maintaining our quantitative model. Prior to joining Private Capital Management in 2012, Giles was the founder of his own Denver-based firm, Fox Investment Advisors. Previously Giles spent 10 years at Denver Investments as a Portfolio Manager and Analyst and was a Partner and Portfolio Manager at Tempest Investments Counselors until it merged into Denver Investments.
Giles holds a Bachelor of Arts from the University of Western Ontario and a Master's in Business Administration from The University of Virginia. Giles is a Chartered Financial Analyst (CFA®) charter holder, is a member of the CFA Institute and a member and past president of the CFA Society of Colorado.
Giles serves on several local not-for-profit boards including chairing the Investment Committee at St. John's Cathedral and president of the Madge M. & Joseph T. Mohar Foundation.
Giles holds a Bachelor of Arts from the University of Western Ontario and a Master's in Business Administration from The University of Virginia. Giles is a Chartered Financial Analyst (CFA®) charter holder, is a member of the CFA Institute and a member and past president of the CFA Society of Colorado.
Giles serves on several local not-for-profit boards including chairing the Investment Committee at St. John's Cathedral and president of the Madge M. & Joseph T. Mohar Foundation.
Private Capital Management (PCM) is a trade name (doing business as) of SouthState Private Capital Management LLC (SSPCM). SSPCM is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState. SSPCM's current written disclosure Form ADV Brochure and Form CRS containing important information about SSPCM's business operations, services, and fees is available upon request. Form ADV Part 1A and 2A are publicly available and may be viewed at https://www.adviserinfo.sec.gov/. Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PCM is engaged, or continues to be engaged, to provide investment advisory services. Products and services offered by SSPCM are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
Certifications
- Chartered Financial Analyst® (CFA) Chaterholder
Education
- BA - University of Western Ontario
- MBA - University of Virginia's Colgate Darden Graduate School of Business Administration
