About Us

Profile

Here at Churchill Management Group it is not just about our Multi-Strategy Investment style or even our Financial Planning. It is about our Clients and their individual goals and objectives. We pride ourselves on building relationships with our Clients and providing them with a dedicated service team making sure we have consistent communication so that we might best understand their unique risk profiles.

We have been entrusted by Clients since 1963 with something more valuable than their investable assets, we have been entrusted with their futures. We use disciplined investment philosophies which focus on investing from both a top down and bottom up perspective. We utilize a holistic approach where the big picture is taken into account. This allows for the effective management of our Clients’ wealth based on their unique goals.

We are highly client focused. This means we invest the time necessary to understand you and your specific needs. Through this strategy, we provide the appropriate specialized education and advice that you need for exceptional decision-making. Contact us today and find out first hand why Churchill Management has been a successful RIA since 1963. We look forward to assisting you.

Message from the CEO

On behalf of everyone at Churchill Management Group it is my pleasure to welcome you to our website. Churchill Management Group has been a trusted name in the wealth management industry since I founded the company in 1963. At Churchill, we are committed to providing you with the highest quality Investment Management and Financial Planning Services. Since inception our Premier Wealth Tactical investment philosophy has provided our Clients a wealth building experience by using a simple approach– aiming to grow capital in favorable markets and protect in less favorable, high risk environments. We also recognize that while all investors appreciate many decades of experience, they choose different paths in achieving their financial independence. At Churchill, our Premier Wealth Tactical Core, Premier Wealth Tactical, Maximum Growth Tactical, Tactical Opportunity, ETF Sector Rotation, Equity Dividend Income, and Equity Growth and Value strategies are diverse in nature, along with our fixed income approach, so that we may customize portfolios based on individual needs and performance expectations. In addition to our portfolio management, we hope you take advantage of the Client experience where first rate communication is of the utmost importance. As you navigate our website, you will find many valuable resources including our market perspective letters, links to receive additional market information and details outlining our unique approach to investing. We would like to hear your thoughts on the website content. Please contact us with any questions or concerns. Thank you, Fred Fern

Chairman/CEO

Fred A. Fern
Chief Executive Officer & Chairman

Executive Management

Randy C. Conner
President

David C. Messer
Executive Vice President

Eileen A. Holmes
Executive Vice President

Ted L. Fern
Senior Vice President, Director of Client Accounts

Ryan M. Murphy
Senior Vice President

Research Management

David Tse
Executive Vice President, Director of Research

Robert Peterson
Senior Vice President

Koji Kastner
Director of Trading

J. Sebastian Cheng
Senior Fixed Income Trader

Scott M. Perkins
Vice President, Director of Financial Planning

Tammy Billadeau CFP®, AAMS®
Vice President – Financial Planning

Institutional

Ed Levy
Vice President

Operation Managers

Andrea Rhinehart
Vice President – Operations

David Lee
I.T. Manager

Moya Allen
Relationship Associate Manager

Nancy Velasco
New Accounts / Compliance Manager

Nicole Manning
Operations Manager

Rebecca Nashleanas
Communications/ Services Manager

Yong Chon
Director of Accounting

Client Relations

Ali Kavianian, CFP®
Vice President

Amy-Lynn Yeager
Vice President

Bill Condon
Vice President

William “Bill” J. Wilson
Vice President

Brad Rodgers
Vice President

Bryan Turnbow
Vice President

Christopher Swain
Vice President

Don Richner, CFP®
Vice President

Garrett Alabado
Vice President

Brendan Reidy
Vice President

Jeff Embry
Vice President

Jeff Glozer
Vice President

Joseph D. McLaughlin
Vice President

Manny Romasanta
Vice President

Marc Brooks, CFP®
Vice President

Margie H. Collom
Vice President

Matthew Arber
Vice President

Michael Carbone
Vice President

Michael Flynn
Vice President

Michael L. Friedman
Vice President

Nick Brehmer
Vice President

Nick Radtke
Vice President

Nicholas J. Dewsnap
Vice President

Terrie L. Bray
Vice President

Ryan Formanek
Vice President

Shane M. Bulgerin
Vice President

Maximus Nguyen
Vice President

Connor McChesney
Vice President

Matthew Anderson
Vice President

Investment Risk Disclosure

Investment Risk Disclosure Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services Disclosure

Financial Planning Services Disclosure Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Privacy Policy

Privacy Policy Churchill Management and its affiliate, Chartwell Family Office, LLC, strive to protect our client and partnership investors’ personal information to the best of our ability. We believe that all of our Clients and investors in partnerships, of which Chartwell Family Office, LLC is the general partner, value their privacy, so we will not disclose personal information to anyone unless it is required or permitted by law, at the client’s direction, or is necessary to provide our Clients or investors with our services. Churchill has not and will not sell our Clients’ personal information to anyone. Churchill and its affiliates collect and maintain personal information from our Clients and partnership investors in order to provide investment management services and facilitate the investment in partnerships. The types and categories of information collected and maintained include: Information received to open an account or provide investment advice or in connection with a partnership investment (such as home address, telephone number, and financial information); Information that is generated to service client or investor accounts (such as trade tickets and account statements); and Information that is received from third parties with respect to client or investor accounts (such as trade conformation from brokerage firms, or tax information). In order to provide services to our Clients and partnership investors, Churchill and its affiliates do disclose personal information in very limited instances, which include: Disclosures to companies-subject to strict confidentiality agreements – that perform services on our behalf (such as technology consultants who assist us in maintaining our computer systems); and Disclosures to companies as permitted by law, including those necessary to service client and partnership investor accounts (such as providing account information to brokers and custodians).

Disclosures to Third Party Solicitors who introduce us to Clients (such as account statements). To fulfill its privacy commitment, Churchill and its affiliates restrict access to non-public personal information about our Clients and partnership investors to our employees and maintain physical, electronic, and procedural safeguards that comply with federal standards to guard Clients’ personal information. For a copy of our most recent ADV2, please contact our office.