Back to Team

James
Knall

Senior Partner

Wealth Advisor

Board Member

Jamie has been advising families, entrepreneurs, endowments and foundations for over 20 years to help preserve and grow their wealth.

Jamie launched his career at Lehman Brothers in San Francisco, where he cultivated a foundation in working with investment managers. This experience ignited his passion for client-centric wealth management and global investment strategies.

In 2004, Jamie became a partner at The Knall Cohen Group, where he was instrumental in delivering personalized wealth management solutions. With the help of his insights, the firm earned a reputation for excellence in investment management, catering to a diverse clientele with tailored financial strategies. Jamie's ability to build enduring relationships with clients and industry colleagues has been a hallmark of his professional journey.

Jamie holds a B.S. in finance from the University of Colorado at Boulder and an MBA from the University of Chicago.

Log Into The Sapient Client Portal

Log Into BNY Mellon / Pershing

Notice

Sapient Capital, LLC (“Sapient”) was recently informed that someone or an organization has been impersonating it and several of its employees on the mobile application WhatsApp.

Sapient does not use WhatsApp or any similar social media messaging application to market its services or provide investment advice, and anyone who does so in our name is not connected to our firm in any way. Sapient provides investment advice only to clients with whom it has a contractual relationship. Sapient only enters into contractual relationships with clients who have been provided its Form ADV Part 2A, Privacy Policy, applicable supplemental brochures (ADV 2B's) and Form CRS. Sapient does not provide investment or other advice to non-clients.

You can look up investment advisers and their registered persons at: https://adviserinfo.sec.gov/

For more information investing generally, please see: https://www.investor.gov/