Our Team | Churchill Management Group | Financial Professionals

The Churchill Management Group team is here to aim to guide our clients towards the best path for long-term financial success.

Executive

Ali Kavianian, CFP®

Vice President

Amy-Lynn Yeager

Vice President

Brad Rodgers

Vice President

Bryan Turnbow

Vice President

Chase Hughes, CFP®

Vice President

Connor McChesney

Vice President

Don Richner, CFP®

Vice President

Ed Levy

Vice President

Garrett Alabado

Vice President

Jeffrey Darien

Vice President

Jeff Glozer

Vice President

Joseph Maglio

Vice President

Joseph D. McLaughlin

Vice President

Manny Romasanta

Vice President

Matthew Anderson

Vice President

Maximus Nguyen

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

Richard John Mazzola

Vice President

Blake Cecil, CFP®

Vice President

Ryan Formanek

Vice President

Randy G. Ickler

Vice President

Stephen Tyrrell

Vice President

Andrea Rhinehart

Senior Vice President, Operations

Yong Chon

Director of Accounting

David Lee

Director of I.T.

Moya Allen

Director of Business Services

Nicole Manning

Operations Manager

Nancy Velasco

New Accounts Manager

Patty A. Villa

Billing Manager

Kelly Scott

Director of Marketing

Irene Co

Human Resources Generalist

Annie Lu

Assistant Accounting Manager

Tonnette Patterson

Compliance Analyst

Boris Bunin

Sales Support Team Manager

Janet Garcia

Sales Support Team Manager

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

Howard Huang

Senior Equity Trader

Scott M. Perkins MBA, CFP®

Vice President Director of Financial Planning

Fred A. Fern, C.I.C.

Chief Executive Officer & Chairman

Randy C. Conner

President

Eileen A. Holmes

Executive Vice President

Ted L. Fern

Executive Vice President & Director of Client Accounts

Ryan M. Murphy

Executive Vice President

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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
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
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.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.