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Henry M

Series 65

Darien, CT

AMFA LLC

Henry Middlezong is a Series 65 licensed advisor at AMFA LLC with one year of industry experience. He has worked at AMFA Capital since 2024 and concurrently serves as a Senior Consultant at Dougherty Business Solutions, providing software engineering and programming services unrelated to investment advisory. Prior to these roles, he spent eight years at MIG Group. AMFA LLC offers discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients. The firm employs a data-driven, quantitative investment process that includes portfolio management across various asset classes and actively trades derivatives and digital assets.

Private / alternative investments Options & derivatives strategies Factor investing / smart beta
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Yingying T

Series 63, Series 65

Darien, CT

AMFA LLC

Yingying Tan is a financial advisor at AMFA LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs in 2017. AMFA LLC provides investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and pooled investment vehicles. The firm employs a data-driven, quantitative investment approach using statistical modeling and strategies across various asset classes, tailoring portfolios to client objectives and incorporating risk management.

Private / alternative investments Options & derivatives strategies Factor investing / smart beta
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Aurora M

Series 63, Series 65

Darien, CT

AMFA LLC

Aurora Maher is a financial advisor at AMFA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with AMFA LLC since 2018. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients, including other investment advisers and non-U.S. investors. The firm employs a data-driven, quantitative investment approach that includes portfolio management across public securities, private fund interests, digital assets, commodities, and derivatives.

Private / alternative investments Options & derivatives strategies Factor investing / smart beta
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