A SMART WAY TO MANAGE YOUR MONEY


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We help exceptional people save their hard earned money.

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

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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

      • 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 his CFA designation, 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

        Developer / Data

        Mat is a 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.

      • 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.

    • FINANCE

      • 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 is married with three children.

      • Wes Gallup

        Wes Gallup

        Director Of Operations

        As Director of Operations, Wes oversees the business operations of CCA including client relations, portfolio maintenance, equity and fixed income trading and product development. Wes utilizes his portfolio management and investment banking background to manage the trading process of CCA’s portfolios.

        Before joining CCA, Wes was a Portfolio Manager at Eden Capital Management, a research-intensive, fundamental value-based long/short hedge fund focused on the financial, health care and retail sectors. While at Eden Capital, Wes developed complex proprietary algorithms used to evaluate potential investments in the financial sector. Wes began his career at Lazard Frères & Co, where he worked on mergers, acquisitions and restructuring transactions in the energy, industrial, maritime and airline sectors.

        Wes received both a Bachelor in Business Administration and a Master in Professional Accounting from the McCombs School of Business at the University of Texas at Austin. Wes is married and lives in Santa Monica.

      • Gabriele Gasafy

        Gabriele Gasafy

        Operations Associate

        Gabi is an Operations Associate at Checchi Capital Advisers, responsible for portfolio maintenance and trading. Gabi’s extensive operations management and trade settlement experience supports her primary role as a portfolio trader at CCA.

        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 New Accounts Operations Manager she 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 has 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

        Investment Associate

        Delia is an Investment Associate at Checchi Capital Advisers, focusing on client relations. Delia has over 10 years of experience working in financial services and client account management.

        Prior to joining CCA, Delia was an Associate at Badgley Phelps Investment Managers in Seattle. She oversaw new client account management 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.

    • DEVELOPMENT

      • Kathryn Checchi

        Kathryn Checchi

        Partner / Chief Compliance Officer

        As Chief Compliance Officer, Kathy oversees all aspects of SEC compliance for the firm. She is also involved in marketing strategy and office administration.

        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 as President of the Leadership Foundation Board of the International Women's Forum, an organization comprised of accomplished women in 24 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 has received the Distinguished Alumnae Award from Georgetown Law School. Kathy is married with three children.

      • Alfred Checchi

        Alfred Checchi

        Chairman

        Mr. Checchi is the Chairman of CCA, advising on marketing, capital raising, product development and general strategy. Al’s successful business career brings a wealth of knowledge to CCA, providing guidance on the firm’s long term growth and planning.

        Al was Managing Partner of Airline Restructuring and Consolidation ("ARC") Partners, a restructuring group that launched a bid to merge Northwest Airlines and Delta Airlines. Prior to ARC, Al co-founded Wings Partners to raise $700 million in capital and successfully acquired and repositioned Northwest Airlines. Al served as Chairman and Co-Chairman of Northwest through 1996, and continued to serve on the Northwest board until 2005.

        Before forming Wings Partners, Al was a principal with Bass Brothers Enterprises. In 1984, he negotiated a stock exchange that led the Bass family to purchase control of the Walt Disney Company and restructure its management. Prior to Bass Brothers, Al worked at the Marriott Corporation, where he was the Vice President of Corporate Development and Treasurer, responsible for hotel development, and raising all corporate and project capital.

        Al received a Bachelor's degree in Economics and American Studies from Amherst College in 1970 and received a Master’s in Business Administration from the Harvard Business School in 1974. He is the author of several articles and two books: The Checchi Plan, A Vision for California in the 21st Century, and The Change Maker, Preserving the Promise of America. Al is married with three children.

      • Danny Seo

        Danny Seo

        Director Of Marketing And Development

        As Director of Marketing and Development, Danny develops and maintains client relationships as well as advises the firm on product marketing and messaging. 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 is also on the Board of Trustees of the Los Angeles Police Foundation.

        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

        Vice President Of Marketing And Relationship Management

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

        Previously, Haiyang was an Investment Associate for CCA, where he traded stocks and bonds and developed customized strategies for clients. Prior to joining CCA, Haiyang was the Senior Capital Advisory Analyst at J.P. Morgan Private Bank in Los Angeles, where he managed the lending portfolio and performed leverage 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 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.

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.