Checchi Capital Advisers, LLC

Charles Hastings is a financial advisor with Checchi Capital Advisers, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at multiple B. Riley affiliates and National Securities Corporation. He serves as a board member of Applied Digital, a role he has held since 2021. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models combined with an index-replication approach to build diversified equity and fixed-income portfolios focused on diversification, tax optimization, and low turnover.

Haiyang Zhang is a financial advisor at Checchi Capital Advisers, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Checchi Capital Advisers in various capacities since 2012, as well as at Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models alongside an index-replication methodology to construct globally diversified portfolios focused on diversification, tax optimization, and low turnover.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previous experience at LPL Financial. Prior to his advisory career, he worked at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models along with an index-replication methodology to construct globally diversified equity and fixed-income portfolios focused on diversification, tax optimization, and low turnover.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Deloitte and Berry Global. Checchi Capital Advisers provides discretionary portfolio management, sub‑advisory services, and advisory oversight for a diverse client base including high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, and insurance-dedicated funds. The firm employs proprietary statistical models and an index-replication approach to create globally diversified equity and fixed-income portfolios with an emphasis on diversification, tax optimization, and low turnover.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. Prior to joining Checchi Capital Advisers, she worked as a consultant and held roles at Work America Capital/Varsity Hype. Petersen serves on the boards of several organizations, including a sustainable farming start-up, a charitable foundation focused on sustainable farming outreach and education, and the Association of Corporate Growth-Houston, as well as participating in advisory councils at The University of Texas. Checchi Capital Advisers provides discretionary portfolio management and advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, and insurance-dedicated funds. The firm employs proprietary statistical and index-replication models to construct globally diversified portfolios emphasizing diversification, tax optimization, and low turnover.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Checchi Capital Advisers since 2007 and at CHECCHI Capital Fund Advisers from 2012 to 2021. Outside of his advisory role, he serves as a director for Fergus Reinsurance Limited, a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm uses proprietary statistical and mathematical models and an index-replication methodology to construct globally diversified portfolios emphasizing diversification, tax optimization, and low turnover.

Kimberlea Archer is a financial advisor at Checchi Capital Advisers, LLC with one year of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Checchi Capital Advisers in 2024, she worked at BNY Mellon from 2010 to 2024. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm uses proprietary statistical and mathematical models and an index-replication methodology to construct globally diversified portfolios with an emphasis on diversification, tax optimization, and low turnover.