Giles Fox

Giles Fox is the Director of Research and Senior Financial Advisor at Private Capital Management, LLC, based in Denver, Colorado. In this role, he is responsible for overseeing the firm’s investment research, guiding portfolio construction, and providing tailored financial advisory services to institutional and high-net-worth clients. Fox also plays a key part in the firm’s strategic planning and client communications.

He specializes in investment research and analysis across public equities, fixed income, and alternative asset classes, with a particular focus on pension consulting and managing portfolios for individuals, small businesses, and charitable organizations. His expertise extends to developing structured investment strategies and advising on portfolio management solutions suitable for a variety of client segments.

Giles Fox holds the Chartered Financial Analyst (CFA) designation and a Master of Business Administration (MBA), reflecting strong analytical and academic credentials. With more than four decades of experience, he has contributed significantly to the industry through research leadership and innovative approaches to client portfolio management, supporting the growth of Private Capital Management’s $1.7 billion in assets under management.