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Veronika L

Series 66

Pasadena, CA

Dishmi Capital, LLC

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Active portfolio management Options & derivatives strategies
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Shang C

Series 66, Series 63, Series 65

Pasadena, CA

Dishmi Capital, LLC

Shang Chou is a financial advisor at Dishmi Capital, LLC with seven years of industry experience. He holds the Series 66, Series 63, and Series 65 registrations. His prior roles include positions at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Simplify Asset Management. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a wrap-fee portfolio program and retirement plan consulting, employing a range of strategies tailored to client objectives and risk tolerances.

Active portfolio management Options & derivatives strategies
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Jessica V

Series 65

Pasadena, CA

Dishmi Capital, LLC

Jessica Vargas is a financial advisor at Dishmi Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Empress Investment Group, Kinetic Agency, and Hottop Precision Mould. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a sponsored wrap-fee portfolio program with retirement plan consulting and institutional portfolio management, applying Modern Portfolio Theory and a broad range of investment strategies tailored to client objectives and risk tolerances.

Active portfolio management Options & derivatives strategies
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Michael C

Series 66

Pasadena, CA

Dishmi Capital, LLC

Michael Cheung is a financial advisor at Dishmi Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Caerus Investment Advisors, LLC since 2014. Outside of his advisory role, he is the managing member of S3 Ventures, LLC, a holding company for angel investments. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a sponsored wrap-fee portfolio program, retirement plan consulting, and access to third-party money managers, using a range of strategies tailored to clients' objectives and risk tolerances.

Active portfolio management Options & derivatives strategies
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