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Checchi Capital Advisers

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

Industries

Finance, Information Technology

Headquarters

Beverly Hills, United States

Employees

11-50

Links

Org chart

AC
Adam Checchi
Managing Partner

Adam Checchi

Collapse
HZ
Haiyang Zhang
COO
DM
Delia Mupita
Chief Compliance Officer & Director of Corporate Services
KP
Kim Petersen
Managing Partner & Portfolio Manager
KC
Kathryn Checchi
Partner
SP
Sam Pfister
Partner & Director Of Analysis
LS
Lisa Sandoval
VP of Product Execution
MH
Marina Hirokane
VP of Marketing & Relationship Management
RB
Robert Bodner
VP, Development
DM
David Marquart
MD
BR
Bob Robinson
Managing Director
GL
Gregoire Lepoutre
Director of Research & Engineering
SW
Stephanie De Wyn
VP of Corporate Services & Compliance
BS
Brian Shortsleeve
Senior Operations Associate

Board & advisors

TB
Terry Burnham
Advisor

Teams

AC
DM
HZ
+6

Leadership Team

9 members

AC
KC
KK
+4

Investment Management

7 members

BS
EI
GL
+2

Data and Operations Team

5 members

AK
AA
LW
+2

Software Development Team

5 members

GG
LS
RB

Product Management Team

3 members

Offices

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