VP/Senior Portfolio Manager, CFA^®

Cheyne has over 14 years of experience working directly with clients both domestically and internationally. His expertise includes securities valuation, portfolio construction, cash flow planning and behavioral finance. Cheyne has advised clients on a broad array of planning needs, such as when to claim pension benefits, generational wealth transfer, business succession planning or long-term charitable giving. Whether he is managing an IRA, a corporate account, a generational skipping trust or an endowment, Cheyne can assist clients with navigating the intersection of technical portfolio management and conceptual long-term financial objectives.

• Bachelors of Science in Economics, University of Oregon.
• Chartered Financial Analyst, CFA^®.
• Cheyne and his wife met ballroom dancing.