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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, holding a Series 65 license with three years of industry experience. He is the majority owner of Yayati Inc., the holding company for Yayati Asset Management, and also works for Yayati LLC, the firm’s technology subsidiary. His prior experience includes roles at AssetMark and Hightree Advisors. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing a model-driven approach based on Modern Portfolio Theory and option pricing techniques. The firm offers custom strategies and options-based overlay solutions, incorporating derivatives and leverage in certain strategies.
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 designation and previously worked with Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing model-driven strategies based on Modern Portfolio Theory, options pricing, and proprietary technology. The firm offers Custom Strategies, options-based Overlay Solutions, and named strategies including the VOLT overlay, incorporating derivatives and margin to achieve targeted market exposure.
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 previously worked at firms including D.H. Hill Advisors, BlueArc Capital Management, and operates Ramey Capital, Inc. since 2015. Yayati Asset Management specializes in quantitative portfolio management for institutional clients, individual investors, and trusts. The firm uses a model-driven approach incorporating Modern Portfolio Theory, options strategies, and proprietary technology to construct ETF- and stock-based portfolios.
Joon H
Series 63, Series 65
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 the Series 63 and Series 65 designations and has worked previously at Savos Investments, AssetMark, Inc., and Genworth Financial Asset Management, Inc. Outside of his advisory role, he has an ownership interest in the holding company for Yayati and is involved in its technology subsidiary, spending about ten hours per week on those activities. Yayati Asset Management specializes in quantitative portfolio management for institutional clients, individual investors, and trusts. The firm uses a model-driven approach incorporating Modern Portfolio Theory, option pricing models, and optimization techniques to manage ETF- and stock-based portfolios, including strategies with derivatives and leverage.
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