Cloud Capital Management

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management, LLC since 2022 and previously spent nine years at Bessemer Trust. He holds a Series 63 license. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and uses a range of securities and strategies, including third-party managers and sub-advisors, with regular account reviews.

Kory Lackey is a financial advisor at Cloud Capital with 19 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Columbia Pacific Wealth Management and CI Columbia Pacific Private Wealth. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and offers services including portfolio construction, monitoring, and alternative investment due diligence.

Hart Williams is a financial advisor at Cloud Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bessemer Trust, JPMorgan Securities, JPMorgan Chase Bank, Lightmaker Group, and OneRooftop. He also held a role at the University of Denver. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting, utilizing both quantitative and qualitative analysis, modern portfolio theory, and a range of securities to construct and manage portfolios.

Sean Sternbach is a financial advisor at Cloud Capital with a Series 65 designation and three years of industry experience. He is the Managing Partner of Community Access Fund, a venture capital fund, and Co-Founder of Venture Out Startups, a business startup fund and educational service. Prior to his current roles, he worked at Amazon and Techstars. Cloud Capital serves individuals, families, and business owners, providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis, modern portfolio theory, and long- and short-term strategies to manage a broad range of securities.

Blake Martin is a financial advisor with Cloud Capital who holds a Series 65 designation and has two years of industry experience. Prior to joining Cloud Capital in 2025, he worked at Ark Wealth Advisors and has been employed as a musician by the Walt Disney Company since 2016. Outside of his advisory role, Martin performs as a musician both at Disney Resort and independently. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis, modern portfolio theory, and employs both long- and short-term strategies, often incorporating third-party managers and conducting regular account reviews.