Sepio Capital, LP

King Chun Hung is a financial advisor at Sepio Capital, LP with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining Sepio Capital in 2020, he worked at the University of Utah and STI Asset Management Limited. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs proprietary strategies alongside allocations to independent managers, utilizing fundamental analysis with a generally long-term investment approach.

Joshua Carter is a CFA® charterholder with over 22 years of experience in the financial industry. He has worked at Sepio Capital, LLC since 2017 and previously held positions at Bank of America and Merrill Lynch. He is based in Salt Lake City, UT. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary strategies alongside independent manager allocations, focusing on fundamental analysis and a long-term orientation while allowing for shorter-term adjustments to meet client goals.

Supreet Shah is a financial advisor at Sepio Capital, LP with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets and BNP Paribas. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies alongside independent managers, with a focus on fundamental analysis and a generally long-term investment approach.

Hyuk Sun Kwon is a financial advisor at Sepio Capital, LP with one year of industry experience. He holds a Series 65 credential and has prior experience at Goldman Sachs and Nodeinfra. His background also includes service in the Republic of Korea Army. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients. The firm combines proprietary strategies with allocations to independent managers, employing fundamental analysis and a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Steven Edgren is a CFA® charterholder with 22 years of industry experience. He is currently with Sepio Capital, LP, where he has worked since 2020. Prior to that, he spent ten years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Outside of his advisory role, he manages an e-commerce account on Amazon. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, with a focus on fundamental analysis and a generally long-term investment approach.

Roger Carter is a financial advisor with Sepio Capital, LP, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in ranching operations as a general partner and owner of two ranch businesses in Utah and Oregon, and he serves as a co-trustee for a charitable trust and participates in estate planning trusts. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a long-term orientation while allowing flexibility for shorter-term trading.

Jackson Casper is a Series 65 licensed advisor with Sepio Capital, LP, based in Salt Lake City, UT. He has two years of industry experience, including roles at InvestmentBank.com and Phytomer USA. Prior to his financial career, he worked with the Church of Jesus Christ of Latter-day Saints for five years. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs proprietary strategies alongside independent manager allocations, focusing on fundamental analysis with a generally long-term orientation.

Garrett Hill is a financial advisor at Sepio Capital, LP with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary strategies with allocations to unaffiliated independent managers, employing fundamental analysis and a generally long-term orientation while allowing shorter-term trading to meet client needs.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

John Beatson is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Sepio Capital since 2018 and previously spent 13 years at Marshfield Associates. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and independent manager allocations with a long-term investment orientation while allowing flexibility for shorter-term trading.

Anna Call is a financial advisor at Sepio Capital, LP in Salt Lake City, UT. She holds a Series 65 designation and has been with Sepio Capital since 2025. Prior to joining the firm, she was a student for ten years. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a generally long-term orientation while permitting shorter-term trading to meet client objectives.

Blair Neeleman is a financial advisor at Sepio Capital, LP in Salt Lake City, UT. He holds a Series 65 designation and has been with Sepio Capital since 2025. Prior to joining the firm, he was a student for ten years. Sepio Capital advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term orientation.

Joseph Harvey is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. He has worked at Sepio Capital since 2017 and previously was affiliated with Brigham Young University from 2014 to 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies alongside independent managers, combining fundamental analysis with a generally long-term investment approach while allowing for shorter-term trading as needed.

Alexander Rahm is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work history includes a position at UBS Financial Services, Inc. and a four-year tenure at Brigham Young University. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a combination of proprietary strategies and independent manager allocations with a focus on fundamental analysis and a flexible investment approach including mutual funds, ETFs, equities, bonds, and digital assets.

Donald Edgren is a financial advisor at Sepio Capital, LP with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Sepio Capital since 2017, following nine years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combined with allocations to independent managers, with a focus on long-term fundamental analysis while allowing shorter-term trading to meet client objectives.