Mr. Tse specializes in providing in-depth fundamental research on individual equities by analyzing company financial information, studying detailed analyst reports, and conducting direct research with company management. Mr. Tse also provides an array of economic studies to the Churchill Management Group Research team. Prior to joining Churchill Management Group, Mr. Tse worked with a Hedge Fund manager.
Mr. Tse graduated from the University of Santa Barbara with a Bachelor of Arts Degree in Business Economics.
Research Management
Mr. Peterson joined Churchill Management Group in 2004. His areas of specialty include equity and economic research. He is a member of the Portfolio Management Team that determines buy/sell strategies for several of Churchill Management Group’s Investment Strategies.
Prior to joining Churchill Management Group, Mr. Peterson was employed as a consultant with Integrated Decisions Systems. He consulted with Investment Managers in the areas of risk control and strategy implementation. Mr. Peterson received a Bachelor’s Degree in Economics from the University of California at Los Angeles (UCLA).
Mr. Kastner joined Churchill Management Group in 2004. Prior to joining Churchill Management Group, he spent five years working for Witenberg Investment Companies, an institutional trading firm in Beverly Hills. He was an institutional equity trader and compliance director for the firm. Prior to Witenberg, he worked at Charles Schwab as an AdvisorSource Coordinator, working with several financial advisors in the firm’s referral network.
Mr. Kastner graduated from the University of Arizona with a Bachelor of Science Degree in Business Administration, Finance.
Mr. Cheng joined Churchill Management Group in 2004. He has over ten years experience in the Fixed Income markets, developing and executing taxable and tax- exempt bond portfolios. Prior to joining Churchill Management Group, he was a fixed income trader for Associated Securities Corporation, a Pacific Life company. He specialized in building bond portfolios for Institutional and Retail clients and providing fixed income offerings. Prior to Associated, Mr. Cheng served as a security trader and portfolio analyst for Imperial Securities Corp, a Comerica Bank company.
Mr. Cheng graduated from the University of Southern California with a Bachelors of Science Degree in Business Administration with an emphasis in Finance.
Mr. Huang joined Churchill Management Group in 2011. He has over thirteen years of institutional experience in trading cash instruments, fixed income, and equities. Prior to joining Churchill Management Group, he was a senior associate at Grandway Asset Management, a fund of funds company. He assisted in portfolio valuations, NAV calculations, as well as the vetting process of potential fund managers. Prior to Grandway, he was a foreign exchange operations associate at Bank of America, reconciling FX trades with a number of Fortune 500 companies.
Mr Huang received a Master’s of Science Degree in Financial Analysis and Investment Management from St. Mary’s College of California, as well as a Bachelor’s Degree in Economics from University of California at Berkeley.
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.