Our Team
Full-Service ManagementSince the firm's inception in 1975, 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.
Greg has been working on Wall Street for more than 30 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.
Sarah is a Certified Financial Professional® and a Certified Divorce Financial Analyst® with more than six years of experience working as an independent investment advisor for high-net-worth clients and family offices on all things planning. She helps GKV clients navigate complex income, business, and estate planning needs.
At her previous firms, she worked directly with clients and sat on the leadership team, developing standards for the firm’s financial planning process and training of other advisors.
Sarah is a member of the Advisory Council for The Pad Project.
Sarah received a BA in business from Oregon State University.
Elaine is a Chartered Financial Analyst® with over 18 years of experience in investment analysis and long-range financial planning. She supports client portfolio management and financial planning solutions for GKV clients.
Elaine was previously a Senior Vice President at Jefferies LLC, covering the cleantech and automotive industries. Prior to joining GKV Capital, Elaine worked in corporate finance at Meta Platforms and Lucid Motors.
Elaine received a BA in economics from UC Berkeley and an MPA from Princeton University.
Austin is an Association Wealth Advisor and a candidate for CFP® Certification Securities Licensed: Series 66. With over 2 years of experience within the financial services industry, supporting clients in seamlessly completing their service needs. And he has more than 10 years of experience in client-facing roles.
A member of the Student Managed Investment Fund while attending California State University, Fullerton, Austin has a BA in Finance from CSU Fullerton.
GKV has been real from the beginning, founded in 1975 by Peter Vogel.
After leading institutional portfolio management roles at major firms, Peter set out to build something different—grounded in thoughtful investing and a true commitment to clients. That original vision continues to guide us today.
