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 Portfolio Management team at Cercano Management LLC is responsible for overseeing and optimizing investment portfolios for ultra-high-net-worth individuals, families, and their associated entities. The team conducts thorough financial analyses, assesses market trends, and makes strategic investment decisions to achieve client goals, balancing risk and return. Members specialize in various sectors, including financials and healthcare, to ensure diversified and expert-driven portfolio management.

Portfolio Management

Accounting and Finance

Leadership Team

Portfolio Management

About

Team members

Other teams at Cercano Management

Accounting and Finance

Leadership Team