Kera Capital Partners

G Woon Choe is a financial advisor at Kera Capital Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Guggenheim Funds Distributors, LLC. He has been with Kera Capital Partners since 2021. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to construct tailored asset-allocation portfolios and provides discretionary and non-discretionary portfolio management along with targeted consulting services.

Bryan Buchert is a CFP® with 12 years of industry experience, currently serving as an advisor at Kera Capital Partners since 2019. He has held previous roles at Citigroup, Bank of America, Merrill, and Mass Mutual Investors Services. Outside of his advisory work, he is involved in insurance brokerage and passive investment activities through personal entities. Kera Capital Partners is a registered investment adviser managing over $1.3 billion for a diverse client base including individuals, foundations, trusts, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, providing discretionary and non-discretionary portfolio management alongside consulting on estate, real estate, and retirement matters.

Vincci Ma is a financial advisor at Kera Capital Partners with 18 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining Kera Capital Partners in 2022. Outside of her advisory role, Ma is the owner of Vincela, a handmade soap business. Kera Capital Partners manages assets for individual, high-net-worth, and institutional clients through a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to deliver tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds, and acts as adviser to private pooled vehicles alongside wealth management accounts.

Cary Allison is a financial advisor at Kera Capital Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory work, he is involved in insurance sales as a licensed insurance broker. Kera Capital Partners is a registered investment adviser managing over $1.3 billion for a diverse client base including high-net-worth individuals, foundations, and corporations. The firm employs a combination of fundamental and quantitative analysis within an outcomes-oriented asset allocation framework and is noted for its active management of private pooled vehicles alongside client accounts.

Michael Mc Cabe is a Series 66-licensed financial advisor at Kera Capital Partners with seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021, as well as at McCabe & Totah, LLP. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm combines fundamental and quantitative analysis to build tailored asset-allocation portfolios and acts as adviser to private pooled vehicles alongside wealth management accounts.

Jeffrey Spagnola is a financial advisor at Kera Capital Partners in Bend, Oregon, holding a Series 65 designation with one year of industry experience. Prior to joining Kera Capital Partners, he held positions at Salesloft Inc. and GeneMod, among others. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets through a multi-advisor platform with over $1.3 billion in assets under management. The firm utilizes a combination of fundamental and quantitative analysis to construct tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds.

Helena Sandoval is a financial advisor at Kera Capital Partners with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Edward Jones Investments for 22 years. Outside of her advisory role, she is a Notary Public for the state of California. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets on a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to create tailored portfolios using a range of investment vehicles, including equities, fixed income, ETFs, options, and mutual funds.

Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.

Brandon Lew is a financial advisor at Kera Capital Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the hospitality industry, including roles at The Little Friend Private Dining and The Drunken Crab. Kera Capital Partners manages over $1.3 billion for individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside consulting services. The firm’s investment approach combines fundamental and quantitative analysis with an outcomes-oriented asset allocation framework and is notable for its management of private pooled vehicles and special purpose funds.

Henry Hien Phan is a financial advisor at Kera Capital Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Nfluence Partners, Vista Wealth Management, Morgan Stanley, and AxA Advisors. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation approach, emphasizing data analytics and tax awareness.

Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.

Scott Allison is a financial advisor with Kera Capital Partners in San Jose, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and a creative enterprise, Scott Allison Films. Kera Capital Partners serves individual and high-net-worth clients as well as institutional clients, managing assets across a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to build tailored portfolios using various asset classes and provides discretionary and non-discretionary portfolio management alongside targeted consulting.