Our Team

Full-Service Management

Since the firm's inception in 1974, GKV Capital Management has been singularly focused on portfolio management.

For nearly 50 years, through an ever-evolving market we’ve remained steadfast with our approach. Bears, bulls, bubbles and all, we’ve navigated through it, and as advisors we can tell you, while money may be able to buy a lot of things, it cannot buy that degree of experience.

But maybe more important than having someone on your side who can see the big picture is having someone who shows you the full picture. Trust and transparency is what you’ll find at the core of who we are as advisors.

Peter W. Vogel
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Peter founded GKV Capital Management Company in 1975. He started his career as a portfolio manager of institutional and individual portfolios at Citibank. While at Citibank he was also responsible for management supervision of privately held companies in which Citibank exercised a fiduciary responsibility. After his tenure at Citibank, he became President and CEO of New West Equities, an investment management company with assets of approximately $250 million. Prior to creating GKV Capital, he was also a senior portfolio manager at Western Asset Management Company, a subsidiary of Wells Fargo Bancorp. He was responsible for the management of institutional equity portfolios worth about $1 billion. He remained at Western Asset Management until establishing GKV Capital. During his career Peter has appeared as a speaker and panelist at numerous investment conferences.

Peter received his MBA in finance from Columbia University Graduate School of Business and a BA in English from Colgate University.

Greg Vogel
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Greg has been working on Wall Street for more than 20 years. He is recognized as a leading financial analyst with experience at both large investment banks and boutique investment firms. He has been a regular guest on financial television including CNBC and CNN and has been frequently mentioned in the business press including The Wall Street Journal, Business Week, Forbes and other national financial publications. In 2000, Greg was ranked in The Wall Street Journal's "Best on the Street" analyst survey for his coverage of the software industry.

Prior to joining GKV Capital, Greg was a Managing Director and Senior Equity Research Analyst at Banc of America Securities covering the software and internet industry. Greg's career began at Montgomery Securities and his tenure coincided with the emergence and subsequent bust of the Internet bubble.

Greg received a BA in philosophy from the University of California at Santa Barbara.

Brett Rocine
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Brett joined GKV Capital Management in 2021 as a Private Wealth Advisor. Brett has comprehensive wealth management expertise and has been advising clients for more than a decade. Brett takes a holistic approach to financial planning, assisting clients in preparing for the future.

Prior to joining GKV Capital, Brett was a financial advisor at JP Morgan Chase and Fidelity investments. Brett was a top Advisor at JP Morgan Chase in Marin and a multiple year President’s Circle winner at Fidelity Investments.

Born in Canada, Brett has dual U.S. and Canadian citizenship. He has been living in Northern California since 2008. Brett studied marketing and economics at the University of New Brunswick.