Checchi Capital Advisers, LLC is a service provider to manage clients family assets.

Finance

Information Technology

Checchi Capital Advisers

Checchi Capital Advisers' headquarters in Beverly Hills, CA, United States

Adam Checchi

Sam Pfister

Bob Robinson

Stephanie De Wyn

Delia Mupita

David Marquart

Terry Burnham

The Leadership Team at Checchi Capital Advisers is responsible for setting strategic direction, overseeing operational efficiency, and ensuring compliance with industry regulations. This team collaboratively develops investment strategies, drives client relationship management, and coordinates product execution to effectively manage and grow clients' family assets. Through their expertise in finance, marketing, and corporate governance, they aim to enhance client satisfaction and foster long-term growth.

Leadership Team

The Investment Management team at Checchi Capital Advisers focuses on developing and implementing tailored investment strategies to effectively manage client family assets. Leveraging their expertise, team members analyze market trends, assess investment opportunities, and ensure portfolio alignment with clients' long-term financial goals, all while maintaining a commitment to risk management and performance optimization.

Investment Management

The Data and Operations Team at Checchi Capital Advisers focuses on optimizing the management of client family assets through data analysis and operational efficiency. They leverage advanced analytics to inform investment strategies and enhance decision-making processes, while also ensuring seamless execution of operational tasks and product initiatives to deliver superior client service.

Data and Operations Team

The Software Development Team at Checchi Capital Advisers is responsible for designing, developing, and maintaining innovative software solutions that enhance the management of clients' family assets. This team collaborates on creating efficient applications, optimizing database systems, and integrating technology to streamline investment processes, ensuring a seamless user experience for clients and advisors alike.

Software Development Team

The Product Management Team at Checchi Capital Advisers is responsible for overseeing the development and execution of innovative financial products tailored to meet the needs of clients managing their family assets. This team collaborates closely with cross-functional departments to ensure that product offerings are aligned with market trends and client requirements, while also driving improvements in product performance and client satisfaction.

Checchi Capital Advisers

Org chart

Board & advisors

Teams

Leadership Team

Investment Management

Data and Operations Team

Software Development Team

Product Management Team

Offices

Checchi Capital Advisers

Org chart

Board & advisors

Teams

Leadership Team

Investment Management

Data and Operations Team

Software Development Team

Product Management Team

Offices

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