A SMART WAY TO MANAGE YOUR MONEY


1

We help exceptional people save their hard earned money.

2

We use technology to overcome the inefficiencies of traditional money management.

3

We select clients who share our values and objectives.

  • Frustrated with Wall Street’s high expenses, excessive risks, and conflicts of interests, the Checchi Family founded Checchi Capital Advisers, LLC (CCA) in 2007 as the solution for managing their family’s assets. By recruiting top talent in computer science and finance, and investing heavily in technology infrastructure, CCA created an innovative platform. We offer tax-efficient, transparent, and globally diversified investments personalized to each client.

  • THE CCA TEAM

    • SCIENCE AND RESEARCH

      • Sam Pfister

        Sam Pfister

        Partner / Director of Analysis

        As Director of Analysis, Sam develops and maintains proprietary statistical software systems to enable efficient, accurate and customizable portfolio construction. Sam’s extensive experience at NASA and Cal Tech anchors the foundation of CCA’s technology platform.

        Prior to joining Checchi Capital Advisers, Sam was a postdoctoral researcher at the California Institute of Technology and a technical lead in the government-sponsored DARPA Grand Challenge autonomous vehicle competition. He was a doctoral student at Caltech, earning his Ph.D. for development of algorithms to enable robust statistical sensor processing in robotic applications. Sam also worked on the Mars Exploration Rover mission run by NASA’s Jet Propulsion Laboratory. During operations, he developed tools and techniques to model uncertainty and reduce risk and improve overall Rover operational efficiency.

        Sam received a Bachelor of Science degree from Harvard University, and a Master of Science and Ph.D. in Mechanical Engineering from the California Institute of Technology. Sam is married with one child.

      • Patrick Wang

        Patrick Wang

        Senior Developer / Analysis

        As a Senior Developer with primary responsibilities over CCA's statistical algorithms, Pat focuses on the design and maintenance of the firm's statistical software tools. Pat combines the financial acumen of a CFA and the technical skills of a seasoned statistician to implement efficient, accurate and customizable portfolio construction.

        Pat has been working as a developer and technology consultant for over a decade. Prior to joining CCA, he worked as a lead developer at University of California Berkeley's Economic Research Unit, where he designed and implemented economic models to assess the impact of various public investments. Prior to that, he was a software engineer at Lavastorm.

        Pat has executed a number of consulting projects for a range of clients from startups to Fortune 500 companies, such as Georgia Pacific and JD Edwards. Pat has extensive expertise in object oriented programming languages, database architecture and statistics.

        In addition to passing all three levels of the CFA examination, Pat holds a Master's degree in Statistics from UCLA, a Master's degree in Computer Science from Loyola University Chicago (where he was awarded a full tuition fellowship), and a Bachelor of Science in Computer Science from Shanghai JiaoTong University. Pat is married with one child.

      • Lawrence Walter

        Lawrence Walter

        Senior Developer / Data

        As a Senior Developer with primary responsibilities over CCA's databases, Larry focuses on the design and maintenance of the firm's data and software systems. He manages all aspects of CCA's data requirements and is an architect of the firm's proprietary order management and trading system. Larry’s experience in technology companies both as a consultant and entrepreneur drives CCA’s innovative data management process.

        Before joining Checchi Capital Advisers, Larry was a Senior Engineer at Technical Systems and consultant to Vivendi Universal Net, where he provided lead technical and logistical services. Prior to his work at Technical Systems, Larry was a key consultant and engineer at Little Consulting, a boutique consultancy. During his career, he has built complex transactional systems, complete web-based products and destinations, resilient, enterprise-grade databases and complete IT infrastructures. Prior to Little Consulting, Larry acted as an Engineer for General Facilities, where his responsibilities included creating and checking detailed engineering plans and support of general technical infrastructure.

        Larry holds a Bachelor's degree in Computer Science and Computer Engineering from the University of Southern California. He is a Los Angeles resident.

      • Mathew Tinley

        Mathew Tinley

        Senior Developer

        Mat is a Senior Developer at CCA, responsible for portfolio and data management. Mat’s background in neuroscience provides valuable insight into the behavioral side of financial research.

        Before joining CCA, Mat was working toward a PhD at the UCLA Semel Institute of Neuroscience. There, he investigated the role of myelin in cognition, developing research protocols and data analysis models for published papers on general sensory, learning and behavioral theories, as well as direct applications to degenerative brain conditions. He performed similar functions for the Alzheimer’s Association as part of an international project to harmonize the anatomical interpretation of the hippocampus.

        Mat previously worked at Daniels Media, where he performed analysis for venture capital opportunities. Mat also worked for International Management Group in Sydney and Home Box Office in Singapore.

        Mat graduated with a Bachelor of Arts in Psychology from Carleton College.

      • Gregoire Lepoutre

        Gregoire Lepoutre

        Data Scientist

        Gregoire is a Data Scientist at CCA, responsible for developing research tools as well as systematizing the research cycle at CCA.

        Prior to joining CCA, Gregoire was a Researcher at Bridgewater Associates, the world’s largest hedge fund, in Westport, CT. At Bridgewater, he produced the analytics for Bridgewater’s flagship publication, the Daily Observations©. Gregoire worked in Bridgewater’s research department for 5 years, specializing in data, systematic investing and engineering.

        Gregoire started his career at Schlumberger, where he joined the selective Tech & Field program, which sent him to various drilling rig in Siberia and the Middle East.

        Gregoire is originally from France, and holds a Master’s in Electric and Computer Engineering from Ecole Superieure d’Electricite (Supelec), and a Master of Arts in Mathematics of Finance from Columbia University. He is married and lives in Santa Monica.

      • Terry Burnham

        Terry Burnham

        Advisory Economist

        Terry is an Associate Professor at Chapman University in Orange, CA. Before joining the faculty at Chapman, Terry was a professor at Harvard’s Kennedy School, the University of Michigan, and the Harvard Business School.

        From 2005-2011, Terry was the Director of Economics, and Director, Portfolio Management at Acadian Asset Management, a Boston-based institutional equity manager. While Terry was at Acadian he oversaw portfolios with over $90 Billion in assets under management. Terry has worked, or consulted, for a variety of other firms including Goldman, Sachs & Co., and Deutsche Bank.

        Terry was the President and Chief Financial Officer of Progenics Pharmaceuticals, Inc., then a start-up biotech company. While CFO, Terry raised the several early rounds of private financing for Progenics, which is now publicly traded (symbol PGNX).

        Terry is the co-author of Mean Genes, and the author of Mean Markets and Lizard Brains: How to Profit From the Science of Irrationality. He writes regularly for the PBS Making Sen$e page, and has appeared on CNBC, The Lehrer NewsHour, and Bloomberg TV.

        Terry has a Bachelor’s degree from the University of Michigan, a Master’s in Computer Science from San Diego State University, a Master’s in Management from MIT’s Sloan School of Management, and a Ph.D. in Business Economics from Harvard University. Terry was a tank driver in the US Marine Corps Reserves.

      • Mike Furlotti

        Mike Furlotti

        Advisory Data Scientist

        Mike develops and maintains the proprietary option trading software that enables customizable overlays to achieve a variety of client objectives.

        Previously, Mike developed risk management software for portfolios with equity options and created realtime multi-currency asset allocation and return attribution models. He began his career as an electrical engineer developing a variety of analog devices such as Particle detectors, optoelectronics, antennas and radios for mobile devices. He remains a technical advisor to a number of bay area start-up companies.

        Mike earned a Bachelor of Science degree in Electrical Engineering a Master of Science degree in Physics from Washington University and is a CFA® charterholder. Mike lives in Marin with his wife and two young daughters.

    • ADVISORY AND DEVELOPMENT

      • Adam Checchi

        Adam Checchi

        Managing Partner / Portfolio Manager

        As Managing Partner, Adam oversees the management of CCA, coordinating operations, trade execution and marketing, with specific focus on product development and direct sales. Adam founded CCA to provide the most comprehensive investment solution for consumers, starting with his own family’s estate.

        Before founding CCA, Adam was a partner at Airline Restructuring and Consolidation (“ARC”) Partners, a restructuring group that launched a bid to merge Northwest Airlines and Delta Airlines in bankruptcy. Prior to ARC, Adam was an investment banker with Goldman, Sachs & Co. in Los Angeles, where he executed high yield debt financings for corporations and private equity funds. Before joining Goldman, Adam was a senior analyst at Entertainment Media Ventures, a media and technology-focused venture capital firm, and a mergers and acquisitions analyst at the Walt Disney Company.

        Adam is a graduate of Harvard University. He received a Master’s in Business Administration from the Harvard Business School and was recognized as a Baker Scholar. He was also the recipient of the Loeb Award given for the most outstanding performance in finance. Adam currently serves on the Board of Directors for the Children’s Institute of Los Angeles and The John Thomas Dye School. Adam is married with three children.

      • Kathryn Checchi

        Kathryn Checchi

        Partner

        As a Partner, Kathy oversees all aspects of firm administration. She is also actively involved in marketing strategy and the development and execution of firm growth initiatives.

        Kathy has been actively managing all aspects of tax planning and asset management for the Checchi family since 1982. Prior to that, she practiced law in Washington, DC in the areas of Tax and Estate Planning. She currently serves on the Leadership Foundation Board of the International Women’s Forum, an organization comprised of accomplished women in 33 countries. She was formerly Co-Chairman of the Committee for the Harvard University Graduate School of Arts and Sciences, and an Advisory Board Member for the Harvard Business School. She has also been an Advisory Board Member for Georgetown University and a Trustee of the Harvard-Westlake School.

        Kathy holds a Law degree from Georgetown University and a Master’s degree from Harvard University. She received the Distinguished Alumnae Award from Georgetown Law School. Kathy is married with three children.

      • Danny Seo

        Danny Seo

        DIRECTOR OF DEVELOPMENT

        As Director of Development, Danny develops and maintains client relationships focusing on major family office and institutional clients. Clients rely on Danny’s deep institutional knowledge to help navigate the perils and pitfalls of traditional asset management.

        Prior to joining Checchi Capital Advisers, Danny founded an institutional real estate advisory firm, as well as a technology start-up. Previous to these entrepreneurial ventures, Danny was a Vice President at Sanford C. Bernstein where he collaborated with hedge fund and mutual fund portfolio managers and analysts on their stock ideas and research. He consistently ranked as a top global institutional salesperson for Bernstein. Prior to Bernstein, Danny was an acquisitions associate for Clarion Partners, a real estate private equity and investment management firm, and served as the right hand to the CEO of George Elkins Mortgage Banking where he helped structure debt and mezzanine capital for commercial real estate acquisitions, development and refinances. His career started in San Francisco as an investment banking analyst at Robertson Stephens Investment Bank. Currently, Danny is very active at Harvard-Westlake School where he is the most recent President of the Alumni Board reporting to the Board of Trustees. Danny was previously on the Board of Directors of the Los Angeles Police Foundation and the Center for Asian Americans United for Self-Empowerment.

        Danny received a Bachelor’s degree with honors from the Carroll School of Management at Boston College and a Master’s in Business Administration from UCLA’s Anderson School of Management. Danny holds Series 7, Series 63 and Series 65 security licenses as well as a Real Estate Broker License. He grew up and resides in the Westside of Los Angeles.

      • Haiyang Zhang

        Haiyang Zhang

        DIRECTOR OF MARKETING AND RELATIONSHIP MANAGEMENT

        Haiyang Zhang is the Director of Marketing and Relationship Management. Haiyang oversees product marketing, firm branding, and client relationships at CCA. Haiyang combines his experience on Wall Street with thoughtful creativity to articulate complex financial concepts through simple and clear messaging.

        Prior to joining CCA, Haiyang was the Senior Capital Advisory Analyst at J.P. Morgan Private Bank in Los Angeles, where he managed the $1bn+ lending portfolio and performed credit analysis for ultra-high-net-worth clients. Haiyang started his career at J.P. Morgan Private Bank as a Wealth Management Analyst specializing in security analysis and portfolio allocation for individual investors, foundations and private investment companies. Haiyang is currently the Director of Financial Literacy and Senior Program at Minds Matter Los Angeles, an educational non-profit helping high-achieving students from low-income families prepare for college.

        Haiyang received a Bachelor’s degree with honors from Claremont McKenna College in Philosophy, Politics and Economics. Haiyang holds the Series 7 and Series 63 securities licenses. He is a Seattle native and lives in Culver City.

      • Gabriele Gasafy

        Gabriele Gasafy

        VICE PRESIDENT OF PRODUCT EXECUTION

        Gabi is the VP of Product Execution at Checchi Capital Advisers and oversees trading, performance tracking and reporting. Gabi has extensive operations and trade management experience.

        Prior to joining CCA, Gabi was the New Accounts Operations Manager at MB Trading Futures Inc in El Segundo, CA. She supervised the New Accounts Department and was part of the Operations Team. Before becoming Operations Manager, Gabi oversaw multiple new developments as Project Manager.

        Gabi moved to the US after graduating from the University of Munich with a degree in Business Administration in 2003. She previously worked in Risk Analysis for several Asset Management Companies in Germany. Gabi is a Munich native and lives in Santa Monica.

      • Delia Mupita

        Delia Mupita

        CHIEF COMPLIANCE OFFICER / VICE PRESIDENT OF FINANCE AND ADMINISTRATION

        Delia is the Chief Compliance Officer and Vice President of Finance and Administration at Checchi Capital Advisers. She oversees and maintains all firm SEC compliance, financial management operations of the company and manages the office administration.

        Formerly, Delia was an Investment Associate at CCA, focusing on client relationship management. Delia has over a decade of experience working in financial services and account management. Prior to joining CCA, Delia was an Associate at Badgley Phelps Wealth Managers in Seattle. She oversaw new client accounts and gained investment operational experience working with institutional and high net-worth private clients. Delia has also worked as a legal assistant for Winterbauer & Diamond, PLLC and the Washington State Bar Association in Seattle. Prior to moving to the United States, she worked in Zimbabwe at Scanlen & Holderness and Atherstone & Cook Legal Practitioners, in their respective litigation departments.

        Delia graduated from the University of Washington, in Seattle, with a Bachelor’s degree in Business Administration, Finance concentration. She has written for the University of Washington’s Literary and Arts Journal. Originally from Zimbabwe, Delia currently resides in Los Angeles.

      • Lisa Sandoval

        Lisa Sandoval

        INVESTMENT ASSOCIATE

        Lisa is an Investment Associate at CCA, focusing on client relationship management, marketing, and product execution.

        Prior to joining CCA. Lisa was an Investment Operations Associate at Prudential Financial, where she provided daily management of Executive Benefit Plans. Lisa’s responsibilities included benefit plan implementation, account funding, and trading. Lisa also produced the portfolio performance reports and assisted her clients in understanding their performance to make sure their investment goals were being met. Lisa started her career at HSBC Bank where she held positions that exposed her to investments and financial planning.

        Lisa earned a Bachelor of Arts degree in Business Economics from University of California, Santa Barbara. Her hobbies include mountaineering, scuba diving, and reading. Lisa is a Los Angeles native.

      • Marina Hirokane

        Marina Hirokane

        CLIENT RELATIONSHIP ANALYST

        Marina is a Client Relationship Analyst at CCA, responsible for managing account opening, account maintenance, and client requests.

        Prior to joining CCA, Marina was a Commercial Finance Associate at California First National Bank, a commercial bank located in Irvine, California, where she managed multiple client accounts, focusing on commercial loan origination. Marina graduated from the University of California, Irvine in 2016 with a degree in Business Economics and minor in Business Management. During her time at UCI, she was an Operations Manager at the Anteater Recreation Center, and submerged herself in various different internships and activities. These included wealth management, marketing, and data analysis.

        Marina is originally from Honolulu, Hawaii where she enjoys spending time with her family and friends.

Our investment strategy is based on these principles:

  • CIVILIZATION IS THE ULTIMATE INVESTMENT

  • Owning the world provides downside protection and captures upside potential. Over the last 20 years, the world’s public assets grew robustly, despite volatility of various financial bubbles, major natural disasters and regional conflicts. We build strategies that mirror the entire world’s allocation of stocks and bonds. We strive to eliminate the risks of market timing and costs of excessive turnover.

  • Taxes are the greatest cost to an investor

  • Minimizing taxes can be more effective than trying to beat the market. With tax rates approaching 50%, our goal is to eliminate tax realizations for our clients. We use our technology to maximize our clients’ returns on an after tax basis and leverage tax-deferred and non-taxable accounts to their greatest potential.

  • Transparency provides the best financial security

  • The hidden costs of investing create conflicts of interest and excessive risk. We believe our incentives should align with our clients. Our management fee is the only way we are compensated. We do not use third party mutual fund managers or receive any brokerage commissions. Our reporting is completely transparent and we endeavor to eliminate any excess costs.

Japanese Asset Price Collapse
Asian Financial Crisis
Dot-com Bubble Burst
September 11
Global Financial Crisis
Greek Debt Defaults
Japanese Earthquake

* Past performance is not an indicator of future performance and investment results may vary.
** The CCA Global Index is a market capitalization average of the global equity and fixed income markets as defined by Checchi Capital Advisers, LLC.
*** Data range from January 1, 1992 to December 31, 2013

  • $18M
    $29M

* Assumes annual growth rate of 10% for illustration purposes only.
** Past performance is not an indicator of future performance and investment results may vary.
*** Assumes 54% annual income tax rates
**** Assumes 37% annual long term capital gains tax rates

* For illustrative purposes only.

We are different because you are different…


One size does not fit all. We personalize your portfolio to fit your needs and objectives. We recognize that you have a specific tax profile, risk tolerance, time horizon and access to opportunities. Our technology allows us to personalize investment portfolios, managing around your life. Our culture of innovation allows us to constantly evolve our products and services. As our client, you will always receive the full benefit of these improvements without any additional costs.

Careers