Mr. Kavianian joined Churchill Management Group in 2015 as a Vice President after 10 years in the financial services industry. Mr. Kavianian is an experienced Certified Financial Planner serving high net worth families, 401(k), foundations, nonprofits and endowments. Mr. Kavianian also serves executive roles on several boards and commissions for the Beaverton city area and was elected to a four year term for the Tualatin Hills Parks and Recreation District Board of Directors in 2015.
Mr. Kavianian is a graduate of Portland State University with a degree in Business Administration/Operations Management.
Client Relations
Ms. Yeager joined Churchill Management Group in 2003. Prior to moving into her current position of Vice President, she served as Churchill Management Group’s Sales Support Manager and as an Associate Vice President. Ms. Yeager oversaw various teams within the organization that were responsible for new account growth, client service and broker support. Ms. Yeager has extensive experience in assisting Clients achieve their long-term financial goals.
Ms. Yeager attended Virginia Commonwealth University where she obtained a Bachelor’s Degree.
Mr. Cecil joined Churchill Management Group in 2019 after 13 years in the investment industry. During that time, he directly assisted clients to reach their unique goals by delivering comprehensive financial plans with customized investment solutions. Mr. Cecil held roles at various firms such as TIAA, TD Ameritrade and Wells Fargo Advisors.
Mr. Cecil graduated from W.P. Carey School of Business at Arizona State University with a Bachelor of Science degree in Finance.
Mr. Rodgers joined Churchill Management Group in 2012 after fourteen years of experience in the financial services industry. Prior to joining Churchill Management Group, Mr. Rodgers spent seven years as an Investment Consultant with TD Ameritrade. He began his financial services career with Charles Schwab as a Business Development specialist.
Mr. Rodgers graduated from Florida State University with a Bachelor degree in Finance.
Mr. Bach joined Churchill management in 2023 after a decade in the investment management industry. Mr. Bach has spent his career working to provide investment solutions for his clients that meet their specific individual financial needs. Prior to joining Churchill, Mr. Bach worked for another independent Registered Investment Advisor, Zacks Investment Management. There he was responsible for developing and managing the private client division within their automated investment program. He worked exclusively with high-net-worth clients to build customized portfolios using equities, fixed income, and derivative instruments.
Mr. Bach graduated from East Carolina University with a Bachelor of Science degree in Mathematics.
Mr. Turnbow joined Churchill Management Group’s Team in 2005. Mr. Turnbow came to Churchill Management Group from Fisher Investments where he served as a Vice President of the Eastern Region and a liaison to the Investment Policy Committee.
Mr. Turnbow graduated from Chapman University with a Bachelor of Arts in Business Communications.
Mr. McChesney joined Churchill Management Group in 2017 after nearly 12 years of experience in the investment industry. In 2005, Mr. McChesney began his career as a Financial Consultant at Smith Barney. In 2008, his complex understanding of options and equity trading led him to PEAK6 Investments’ & OptionsHouse where his responsibilities included both management and trade execution. Prior to coming to Churchill he was responsible for advising and implementing strategies for high net worth clients at industry leading brokerage firms TD Ameritrade and Charles Schwab & Co.
Mr. McChesney graduated from The Quinlan School of business at Loyola University Chicago with a Bachelor of Business Administration degree in Finance. He has also obtained his Masters of Business Administration degree from The Brennan School of Business at Dominican University.
Mr. Richner joined Churchill Management Group’s Team in 2003. He started his career at Kennedy Cabot & Co., where he would become the head of block trading and Senior Registered Options Principal up to and through the firms’ acquisition by TD Waterhouse. After which, he was Vice President and Branch Manager of the Beverly Hills branch of TD Waterhouse. Just prior to joining Churchill Management Group, Mr. Richner spent three years as a NASDAQ market maker for NDB Capital Markets, a division of Deutsche Bank. He has attained the professional designation of Certified Financial PlannerTM.
Mr. Richner graduated with a Bachelor of Arts degree from the University of Southern California.
Mr. Levy joined Churchill Management Group’s Team in 2016. His over twenty-five years of experience in the financial services industry includes managerial roles in both retail and institutional environments. Prior to working at Churchill Management Group, he served in various roles at William O’Neil + Company for eleven years, including Executive Vice President, Managing Director and as an Account Executive. At Investor’s Business Daily, he worked in several executive management capacities including Vice President of Marketing, Advertising, and later, Operations for fourteen years.
Mr. Levy earned his Bachelor’s Degree in Business Administration and Psychology and his Master’s Degree in Marketing Communication from Boston University. He also serves on MBA Student Investment Fund Advisory Boards for the University of Texas, University of Michigan, and University of Southern California.
Mr. Alabado joined Churchill Management Group in 2014 after nearly nine years’ experience in the investment industry. Mr. Alabado began his career in financial services with Ameriprise Financial as a financial advisor and then spent over five years as an Investment Consultant with TD Ameritrade. His most recent position prior to joining Churchill Management Group was for a Registered Investment Advisor as the Investment Specialist and Chief Compliance Officer.
Mr. Alabado graduated from the University of Wisconsin Oshkosh with a Bachelor of Business Administration degree in Finance. He has also obtained his Masters of Business Administration degree from the University of Wisconsin Whitewater.