NEOKAI Capital

Kera Wong Miyasato is a financial advisor at Neokai Capital with a Series 65 credential and two years of industry experience. Her background includes roles at Merrill Lynch Wealth Management and multiple positions at the University of Hawai'i. She is also involved with KeraMiya Financial Education, LLC. Neokai Capital advises individuals, including high-net-worth clients, as well as corporations and other business entities, providing discretionary portfolio management and investment reviews. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods, incorporating margin and options strategies in separately managed accounts.

Jordan Baird is a financial advisor at Neokai Capital in Honolulu, HI, holding a Series 65 designation with three years of industry experience. Prior to joining Neokai Capital in 2022, he worked at Leatherman Tool Group from 2015 to 2018. Neokai Capital advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and investment reviews tailored to each client’s Investment Policy Statement. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, incorporating margin and options strategies within separately managed accounts.

Olivia Uong is a financial advisor at Neokai Capital with a Series 65 designation and one year of industry experience. Her prior work includes roles at Magnit, Ursus, Inc., Fuel Talent, and Nike, Inc. Neokai Capital advises individuals, including high-net-worth clients, as well as corporations and other business entities, providing discretionary portfolio management and investment reviews. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and employs margin and options strategies in separately managed accounts.