We help exceptional people save their hard earned money.


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


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.



      • 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.

      • 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.

      • 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.

      • Sukaya Nawpar

        Sukaya Nawpar

        Database Engineer

        Sukaya Nawpar is a Database Engineer at CCA, where he responsible for database architecture and reporting.

        Sukaya has over 10 years of experience teaching database development and over 20 years of experience as a software developer, database administrator, database architecture and quantitative developer. Prior to CCA, Sukaya worked at Wilshire Associates, specifically working with the manager research teams and fund management teams to develop and design databases, data warehousing, reporting, and quantitative modules. Over his career, Sukaya has also worked with other well-known financial and insurance companies including Answer Financial and A-Mark Precious Metals.

        Sukaya earned his B.Sc. (Hons) and M.Sc. in Mathematics from the Rangoon University in Burma.

      • Andrew Kubal

        Andrew Kubal

        Software Developer

        Andrew is a Software Developer at CCA, where he is responsible for research tools, interactive visualizations, and database integration.

        Prior to joining CCA, Andrew was a Research and Software Engineer for the U.S. Navy, specifically developing computer vision systems for government-sponsored autonomous vehicles and implementing virtual reality fighter-pilot training onto naval warfare environments. During his time in London, Andrew took part in other active areas of research including quantitative DNA sequencing analysis.

        Andrew received a Bachelor of Science degree from University of California San Diego, and a Master of Science in Electrical and Computer Engineering from Imperial College London. He is a Los Angeles native and lives in Los Angeles.

      • Rita Sachechelashvili

        Rita Sachechelashvili

        Software Developer

        Rita is a Software Developer at CCA, responsible for financial asset data management, analysis, visualization, and modeling.

        Before joining CAA, Rita served as a Chief Technology Specialist at Mariner West, where she was in charge of the company’s digital operations. During her time at Chapman University, Rita took part in managing the school’s multimillion-dollar investment portfolio and made trading decisions utilizing financial analysis and data tools such as Bloomberg. Rita also developed a several programming projects specifically applications that interact with MySQL databases.

        Rita graduated with a triple major in Business Finance, Computer Information Systems, and Political Science from Chapman University. She lives in Los Angeles and is fluent in Russian.

      • 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.


      • 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


        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.

      • Haiyang Zhang

        Haiyang Zhang


        As Chief Operating Officer, Haiyang oversees strategic planning, sales and marketing, and key partnerships at CCA. Haiyang has over 13 years of experience in the financial industry, specializing in advice for ultra-high-net-worth clients.

        Previously, Haiyang was the Director of Marketing and Relationship Management at CCA, where he managed product marketing, firm branding, and client relationships. Prior to joining CCA, Haiyang worked in Capital Advisory at J.P. Morgan Private Bank in Los Angeles, where he managed the $1bn+ lending portfolio and performed risk and credit analysis to deliver customized financing solutions for clients. Haiyang started his career at J.P. Morgan Private Bank focusing on security analysis and portfolio allocation for individual investors, foundations and private investment companies. Haiyang is currently the Director of Financial Literacy and Senior Programs 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, 63 and 65 securities licenses. He is a Pacific Northwest native and lives in Culver City with his wife, Karli, and their dog, Sherman.

      • David Marquart

        David Marquart


        David Marquart manages assets for small institutions and select individuals with a focus in Los Angeles and New York. Clients rely on David for his values and depth of knowledge within the investment management industry.

        The foundation of David’s career took place as a Portfolio Manager at Capstone, a $7.5 billion volatility arbitrage hedge fund. He went on to design and implement various volatility-related strategies at two other prominent hedge funds, before founding his own, Marquart Capital, in 2015. Earlier in his career, David traded high-frequency strategies across global markets for a London-based hedge fund, IV Capital. He has contributed to several articles on a range of investment-related topics and, at the age of 27, he began being regularly featured in Business Insider as one of “Wall Street’s Brightest Minds.” David holds a Bachelor of Science in Finance from the University of Maryland as well as his Series 7, 63, & 65 licenses.

        David is passionate about applying his background in quantitative finance to his personal values. He sits on the Board of Advisors for Sea Shepherd Conservation Society and has served on the Wall Street Associates committee for St. Jude Children’s Research Hospital, as a Big Brother for Big Brothers Big Sisters of New York City, and as a tutor for high school students in Compton, CA. He grew up in Dayton, MD and resides in Hermosa Beach, CA with his wife and their two kids.

      • Gabriele Gasafy

        Gabriele Gasafy


        Gabi is the Director 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


        Delia is the Chief Compliance Officer, Data Protection Officer and Director of Finance and Administration at Checchi Capital Advisers. She oversees and maintains all firm SEC compliance, and is responsible for managing the firmwide processes for protecting client personal and private data and their rights associated with that data. These responsibilities include compliance with the appropriate and applicable regulatory regimes. Delia also oversees the financial management operations of the company and manages the office administration.

        Delia has over a decade of experience working in financial services, focusing on client relationship management. Prior to joining CCA, Delia was an Investment 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.

      • Elena Israel

        Elena Israel


        As a Director of Operations, Elena oversees all aspects of client operations and strategic development of workflows and internal processes that ensure superior client experience. Elena has over 10 years of experience in wealth management with a focus on operations and client relationship support.

        Prior to joining CCA in July 2021, Elena was a Director of Client Relationship Services at EP Wealth Advisors where she had oversight over the department’s strategic planning and focused on creating and implementing internal policies and procedures that supported client service excellence. Elena was also a co-chair of the Investing in Women Initiative of EPWA. She started her career at EPWA as an operations associate providing advisor support and managing client relationships.

        Elena earned a bachelor’s degree in Finance from Tyumen State University in Russia before moving to California in 2009. She lives in Westchester and in her spare time enjoys hiking, going to the beach and spending time with her husband and son.

        Elena is passionate about supporting women in the financial services industry and inspiring young professionals to have fulfilling careers in wealth management.

      • Lisa Sandoval

        Lisa Sandoval


        Lisa is the Vice President of Product Execution at CCA, focusing on product execution, trading, and client relationship management.

        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


        Marina is the Vice President of Marketing and Relationship Management, responsible for firm marketing and branding, managing portfolio analysis and key relationships.

        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. She enjoys spending time with her family and friends and volunteering as a mentor at Minds Matter of Los Angeles.

      • Stephanie De Wyn

        Stephanie De Wyn


        Stephanie is a Senior Investment Associate at CCA, responsible for managing account opening, account maintenance, and client requests.

        Prior to joining CCA, Stephanie was a Client Services Associate at Raymond James Financial Services in El Segundo, California, where she managed books of business for multiple advisers and handled client correspondence. Stephanie started her career in finance as an administrative assistant at Anchor Capital Management Group where she was exposed to the client services side of the business. She graduated from Azusa Pacific University and received her Bachelor of Arts degree in Liberal Studies.

        Out of the office, Stephanie volunteers at Mychal's Learning Place in Hawthorne, which works with children and adults with developmental disabilities. Originally from Las Vegas, Stephanie now lives in Redondo Beach, CA and enjoys beach runs and painting in her free time.

      • Luca Pasquini

        Luca Pasquini


        Luca is an Investment Associate at CCA, responsible for managing account opening, account maintenance, and client requests.

        Prior to joining CCA, Luca was a Junior Associate at LPL Financial in Fresno, California, where he was responsible for marketing campaigns, equity analysis, research projects and client correspondence. Luca graduated from San Jose State University in 2018 with a Bachelor of Science degree in Economics. Luca also completed his Master of Science degree in Finance from Saint Mary’s College of California in 2020. Luca’s previous experience and education has developed a passionate interest in markets and the financial services industry.

        Luca is originally from Fresno, California. Out of the office, he enjoys golfing, playing basketball and spending time with family and friends.

      • Kevin Kiely

        Kevin Kiely


        Kevin is an Investment Associate at CCA, responsible for managing account opening, account maintenance, and client requests.

        Prior to joining CCA, Kevin was a tax consultant at Deloitte in Los Angeles, California where he was responsible for tax compliance, structuring, and research for asset management firms in public and private markets. Kevin’s experience working with asset management firms prompted him to pursue a career in finance and wealth management at CCA. Kevin graduated from Southern Methodist University in 2019 with a BBA in accounting.

        Kevin is originally from Orange County, CA and now resides in Redondo Beach. Outside of the office, he enjoys traveling and spending time with family and friends.

      • Shane Levi

        Shane Levi


        Shane is an Investment Associate at CCA, responsible for managing account opening, account maintenance, and client requests.

        Prior to joining CCA, Shane was an Operations Associate at SS&C Technologies in New York, where he provided trade and administrative support to east coast-based hedge funds. Shane’s responsibilities included conducting reconciliations of client funds, processing money movements, and managing an international team to provide trade and audit support. Shane received his Bachelor of Science from Fairfield University in Connecticut majoring in Finance with a concentration in Economics.

        Shane is originally from New Jersey, and currently resides in Los Angeles. Out of the office, Shane enjoys bike riding, attending concerts and playing volleyball.

Our investment strategy is based on these principles:


  • Owning the world provides downside protection and captures upside potential. Over the last 30 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

* 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.