Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities. 

Investment Management

Cercano Management

Chris Orndorff

Jon Lanterman

Danika Ariadna

Minjie Yu

Malinda Khauv

Skye Y.

Michelle B.

Skyler Nelson

Sandy Choi

Tommy Teo

Joel Shoop

The Accounting and Finance team at Cercano Management LLC oversees financial reporting, fund accounting, and tax compliance for ultra-high-net-worth individuals and their related entities. They ensure accurate financial records, manage investment funds, and implement tax strategies to optimize financial outcomes for clients.

Accounting and Finance

Leadership Team

Portfolio Management

Accounting and Finance

About

Team members

Other teams at Cercano Management

Leadership Team

Portfolio Management