Cloud Capital Management

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

Kory Lackey is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at several firms including Columbia Pacific Wealth Management and Kibble & Prentice Holding Company before joining Cloud Capital Management, LLC in 2024 as part of a six-advisor team. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, providing discretionary investment management along with standalone financial consulting and due-diligence services. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Hart Williams is a financial advisor at Cloud Capital Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bessemer Trust, JPMorgan Securities, JPMorgan Chase Bank, and Lightmaker Group. He also spent three years at the University of Denver. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities by providing discretionary investment management and standalone financial consulting services. The firm uses quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios, managing approximately $300 million across about 130 client relationships.

Sean Sternbach is a financial advisor with Cloud Capital Management holding a Series 65 designation and three years of industry experience. He is also the managing partner of Community Access Fund, a venture capital fund, and co-founder of Venture Out Startups, LLC, a business startup fund and educational service. Prior to joining Cloud Capital, he worked at Amazon and Techstars. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside standalone financial consulting and due diligence services. The firm employs a team approach, utilizing quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.