Advisors at this firm
Scott H
Series 65
Albany, OR
Aumakua Capital Management LLC
Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.
Jonathan L
CFA®
Albany, OR
Aumakua Capital Management LLC
Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.