Yayati Asset Management, LLC

Milan Patel is a financial advisor at Yayati Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Goldman, Sachs & Co. for eight years. Outside of his advisory role, Patel is an employee of Yayati LLC, the technology subsidiary of Yayati Inc., where he spends approximately thirty hours per week. Yayati Asset Management serves institutional clients as a subadviser to other investment advisers and manages portfolios for high-net-worth individuals and trusts. The firm employs a quantitative investment approach using proprietary technology to deliver customized strategies involving ETFs, stocks, options overlays, and leverage.

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at AssetMark and Hightree Advisors. Sharan is also the majority owner of Yayati Inc., the holding company for Yayati Asset Management, and is involved in its technology subsidiary, Yayati LLC. Yayati Asset Management serves institutional clients as a subadviser and high-net-worth individuals through retail accounts, offering portfolio management with ETF- and stock-based custom strategies, interval funds, and options overlays. The firm uses a quantitative investment approach incorporating Modern Portfolio Theory, options pricing models, and proprietary technology to tailor strategies that include derivatives and leverage.

Jeremiah Chafkin is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Yayati Asset Management, LLC, where he has worked since 2024. Prior to that, he was with Retirement Income Advisors dba Preservation Capital Management from 2022 to 2024 and AssetMark Financial Holdings from 2014 to 2022. Yayati Asset Management serves institutional clients as a subadviser and high-net-worth individuals through retail accounts, offering portfolio management with a quantitative investment approach that incorporates options strategies and leverage. The firm uses proprietary technology and operates both as a subadviser and direct retail manager, focusing on customized strategies tailored to income, growth, or downside protection objectives.

John Ramey III is a financial advisor at Yayati Asset Management, LLC with over a decade of experience in the industry. He holds a Series 66 designation and has worked at several firms, including D.H. Hill Advisors, Inc., BlueArc Capital Management, and his own firm, Ramey Capital, Inc. Since 2025, he has been with Yayati Asset Management. Yayati Asset Management serves institutional clients as a subadviser to other investment advisers and high-net-worth individuals through retail accounts. The firm employs a quantitative investment approach utilizing Modern Portfolio Theory, options strategies, and proprietary technology to deliver customized portfolios aimed at income, growth, or downside protection.

Joon Hyon is a financial advisor with Yayati Asset Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Savos Investments / AssetMark for eight years before joining Yayati. Hyon has an ownership stake in the holding company that owns Yayati Asset Management and is involved in the technology subsidiary, Yayati LLC, where he spends approximately ten hours per week on trading and service functions. Yayati Asset Management serves institutional clients as a subadviser and high-net-worth individuals through retail accounts, offering portfolio management with ETF- and stock-based custom strategies, interval funds, and options overlays. The firm employs a quantitative investment approach using proprietary technology to implement strategies involving derivatives and leverage tailored to various objectives.