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Milan P

Series 65, Series 63

Edison, NJ

Yayati Asset Management, LLC

Milan Patel is a financial advisor at Yayati Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman, Sachs & Co. as well as other financial firms prior to joining Yayati. Patel also has an ownership stake in Yayati Inc. and is an employee of Yayati LLC, the firm's technology subsidiary. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals. The firm uses proprietary technology and quantitative methods, including option strategies and overlay solutions, to manage portfolios primarily through customized approaches.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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Rajeev S

Series 65

Newport Beach, CA

Yayati Asset Management, LLC

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds the Series 65 credential and has worked at firms including AssetMark and Hightree Advisors. Outside of his advisory role, he is the majority owner of Yayati Inc., the holding company for his firm, and is involved in its technology subsidiary, Yayati LLC. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals, offering portfolio management through custom strategies and overlay solutions. The firm utilizes quantitative methods and proprietary technology to implement strategies involving options and limited margin leverage.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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Jeremiah C

Series 65

Newport Beach, CA

Yayati Asset Management, LLC

Jeremiah Chafkin is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals and trusts. The firm employs a proprietary platform that utilizes quantitative methods and exchange-listed options to manage portfolios through custom strategies, overlay solutions, and defined YAM strategies.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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John R

Series 66

Newport Beach, CA

Yayati Asset Management, LLC

John Ramey III is a financial advisor at Yayati Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including D.H. Hill Advisors, BlueArc Capital Management, and his own Ramey Capital, Inc. since 2015. Yayati Asset Management is a quantitative investment adviser serving institutional clients as well as high-net-worth individuals and trusts. The firm focuses on employing quantitative methods and proprietary technology to manage portfolios, often utilizing option overlays and limited margin leverage within separately managed accounts.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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Joon H

Series 65, Series 63

Newport Beach, CA

Yayati Asset Management, LLC

Joon Hyon is a financial advisor at Yayati Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Yayati and Savos Investments / AssetMark. Outside of advising, he is involved in the technology subsidiary of Yayati Inc., where he performs trading and service functions. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals through Custom Strategies, Overlay Solutions, and defined YAM Strategies. The firm employs proprietary technology and quantitative models, including option strategies and limited margin use, to manage portfolios.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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