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 Leadership Team at Cercano Management LLC is responsible for setting strategic direction, overseeing investment strategies, ensuring regulatory compliance, managing operations across different regions, and guiding the company’s overall growth and organizational health. This team brings together top executives with diverse expertise to drive success for their ultra-high-net-worth clients and affiliated entities.

Leadership Team

Accounting and Finance

Portfolio Management

Leadership Team

About

Team members

Other teams at Cercano Management

Accounting and Finance

Portfolio Management