Kera Capital Partners

G Woon Choe is a financial advisor at Kera Capital Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Guggenheim Funds Distributors, LLC. He has been with Kera Capital Partners since 2021. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to construct tailored asset-allocation portfolios and provides discretionary and non-discretionary portfolio management along with targeted consulting services.

Bryan Buchert is a CFP® with 11 years of industry experience, currently serving as an advisor at Kera Capital Partners since 2021. His prior experience includes roles at Citigroup, Bank of America, and Merrill. He is also licensed to sell insurance products as an insurance broker. Kera Capital Partners manages over $1.3 billion in assets for individual, high-net-worth, and institutional clients through a multi-advisor platform. The firm employs a combination of fundamental and quantitative analysis to construct tailored portfolios using equities, fixed income, ETFs, options, and mutual funds, while also advising private pooled vehicles alongside wealth management accounts.

Vincci Ma is a financial advisor at Kera Capital Partners with 18 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining Kera Capital Partners in 2022. Outside of her advisory role, Ma is the owner of Vincela, a handmade soap business. Kera Capital Partners manages assets for individual, high-net-worth, and institutional clients through a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to deliver tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds, and acts as adviser to private pooled vehicles alongside wealth management accounts.

Cary Allison is a financial advisor at Kera Capital Partners with 33 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales as a licensed broker. Kera Capital Partners serves individual, high-net-worth, and institutional clients managing over $1.3 billion in assets. The firm utilizes a combination of fundamental and quantitative analysis to build tailored portfolios across equities, fixed income, ETFs, options, and mutual funds, and advises private pooled vehicles alongside wealth management accounts.

Michael Mc Cabe is a Series 66-licensed financial advisor at Kera Capital Partners with seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021, as well as at McCabe & Totah, LLP. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm combines fundamental and quantitative analysis to build tailored asset-allocation portfolios and acts as adviser to private pooled vehicles alongside wealth management accounts.

Jeffrey Spagnola is a financial advisor at Kera Capital Partners in Bend, Oregon, holding a Series 65 designation with one year of industry experience. Prior to joining Kera Capital Partners, he held positions at Salesloft Inc. and GeneMod, among others. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets through a multi-advisor platform with over $1.3 billion in assets under management. The firm utilizes a combination of fundamental and quantitative analysis to construct tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds.

Helena Sandoval is a financial advisor at Kera Capital Partners with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Edward Jones Investments for 22 years. Outside of her advisory role, she is a Notary Public for the state of California. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets on a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to create tailored portfolios using a range of investment vehicles, including equities, fixed income, ETFs, options, and mutual funds.

Matthew Komer is a financial advisor with Kera Capital Partners, holding a Series 66 designation and 12 years of industry experience. He previously worked for Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm utilizes a combination of fundamental and quantitative analysis to build tailored portfolios primarily composed of equities, fixed income, ETFs, options, and mutual funds, with the option to include private or alternative investments.

Brandon Lew is a financial advisor at Kera Capital Partners in Los Angeles, holding a Series 66 designation and having one year of industry experience. Prior to joining Kera Capital Partners, he worked briefly at Equitable Advisors and has diverse experience including roles in private dining and real estate groups. Outside of financial services, he has worked in caregiving and college settings. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to build tailored asset-allocation portfolios primarily composed of equities, fixed income, ETFs, options, and mutual funds, and also advises private pooled vehicles alongside wealth management accounts.

Henry Hien Phan is a financial advisor with Kera Capital Partners, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nfluence Partners, Vista Wealth Management, Morgan Stanley, and AxA Advisors. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm combines fundamental and quantitative analysis to build tailored portfolios using equities, fixed income, ETFs, options, and mutual funds, and also advises private pooled vehicles alongside wealth management accounts.

Jadon Dailey is a financial advisor with Kera Capital Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley and J.P. Morgan Securities. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm employs fundamental and quantitative analysis to build tailored portfolios using various asset classes, while also acting as adviser to private pooled vehicles alongside wealth management accounts.

Scott Allison is a financial advisor with Kera Capital Partners in San Jose, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and a creative enterprise, Scott Allison Films. Kera Capital Partners serves individual and high-net-worth clients as well as institutional clients, managing assets across a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to build tailored portfolios using various asset classes and provides discretionary and non-discretionary portfolio management alongside targeted consulting.