Mercer Island Capital Management, LLC

Yue Cheng is a financial advisor at Mercer Island Capital Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at Mercer Island Telecom, Seattle University, Shanghai International Studies University, and Beijing Chaoyang Foreign Language School. Mercer Island Capital Management provides discretionary investment supervisory services and financial planning to individual clients, pension plans, and select institutional or nonprofit entities. The firm employs a quantitative investment approach that incorporates modern portfolio theory, dynamic asset allocation, and the use of derivatives, serving a notable non-U.S. client base.

Carlos Obando is a financial advisor at Mercer Island Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwest Asset Management from 2014 to 2016 before joining his current firm. Outside of advising, he serves as an adjunct professor at Seattle University and is involved in private equity and education technology ventures. Mercer Island Capital Management provides discretionary investment supervisory services and financial planning to individual clients, pension plans, and select institutional or nonprofit entities. The firm employs a modern portfolio theory approach combined with quantitative stock selection and uses derivatives strategies within separately managed accounts, serving a notable non-U.S. client base.