The Leadership Team at Checchi Capital Advisers is responsible for setting strategic direction, overseeing operational efficiency, and ensuring compliance with industry regulations. This team collaboratively develops investment strategies, drives client relationship management, and coordinates product execution to effectively manage and grow clients' family assets. Through their expertise in finance, marketing, and corporate governance, they aim to enhance client satisfaction and foster long-term growth.
Adam Checchi
Managing Partner
Bob Robinson
Managing Director
Delia Mupita
Chief Compliance Officer & Dir...
Haiyang Zhang
COO
Kim Petersen
Managing Partner & Portfolio M...
Lisa Sandoval
VP of Product Execution
Marina Hirokane
VP of Marketing & Relationship...
Robert Bodner
VP, Development
Stephanie De Wyn
VP of Corporate Services & Com...
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