To our family, friends, and colleagues:
Today marks the beginning of a new chapter for all of us here at Kera Capital Partners. Kera Capital Partners is a privately-held investment firm that provides discretionary wealth management services to families, business owners and entrepreneurs. For some, today’s announcement may come as a surprise; for others, it may simply be a confirmation of what they already knew about us as individuals. A testament to our quest for advancement, collaboration, and transparency — ultimately leading to the best outcomes for our clients.
Kera Capital Partners operates within two key mission driven objectives:
Clients First: As fiduciaries, we apply a values-based, customized approach to enhance and protect wealth. We are deeply rooted in the minimization of behavioral biases and investing without emotion — we invest for long-term results.
Culture Matters: The Kera Capital Culture is built on a foundation of trust amongst our clients, employees, and shareholders. The courage to challenge the status quo fosters our relentless pursuit to improve as fiduciaries, capital allocators, and human beings.
In an ever-evolving world, we are effecting positive, purpose-driven change in the lives of our clients by focusing on their wealth so they can focus on their lives. We apply over three decades of experience from global asset management firms to execute on the challenges and complexities that our clients face in their financial lives.
Here’s to a brighter future — together.
George, Michael, and Bryan
Meet George Choe
George is a veteran investment professional with 17 years of experience. Most recently, he was Vice President at Guggenheim Partners, responsible for the business development of fixed income investments in the Bay Area. Previously, he was the Chief Operating Officer of a venture-backed fintech startup in San Francisco. He graduated with a BA from the University of Washington. As a former California Trout board member, he is passionate about fly fishing and an advocate of freshwater conservation.
Meet Michael McCabe
Michael has a background in tax and accounting in Silicon Valley. Prior to Kera Capital, he was an advisor on a team at Morgan Stanley Private Wealth in Menlo Park overseeing $4 billion in client assets where he specialized in advising corporate executives on pre and post liquidity planning including 10b5–1 contracts and stock option plans. He earned his BA from UCLA and competed on the Men’s NCAA Division I Cross Country and Track & Field teams.
Meet Bryan Buchert
Bryan Buchert, CFP® serves our clients in a fiduciary capacity as a Certified Financial Planner. Prior to Kera Capital, he worked as a Vice President of Investment Management at Citigroup, guiding clients through complex estate planning and portfolio construction. Bryan earned his BA from UC Berkeley and a MS in Finance from Georgetown University McDonough School of Business. Outside of market hours, he enjoys tennis, golfing, and finding the next best spot to eat with his wife.
Investment advisory services offered through Kera Capital Partners, Inc., a Registered Investment Advisor