Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities. 

Investment Management

Cercano Management

Chris Orndorff

Jon Lanterman

Danika Ariadna

Minjie Yu

Malinda Khauv

Skye Y.

Michelle B.

Skyler Nelson

Sandy Choi

Tommy Teo

Joel Shoop

The Legal Team at Cercano Management LLC ensures regulatory compliance and mitigates legal risks for the firm and its clients. They provide legal counsel on investment advisory matters, oversee compliance programs, manage legal documentation, and support governance for ultra-high-net-worth clients and their related entities.

Legal Team

Accounting and Finance

Leadership Team

Portfolio Management

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Legal Team

About

Team members

Other teams at Cercano Management

Accounting and Finance

Leadership Team

Portfolio Management

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Legal Team

About

Team members

Other teams at Cercano Management

Accounting and Finance

Leadership Team

Portfolio Management

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