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Yale Capital Corporation
Yale Capital Corporation is an independent registered investment advisor serving high-net-worth individuals. Its team previously advised clients in the...
Overview
Yale Capital Corporation is an independent registered investment advisor serving high-net-worth individuals. Its team previously advised clients in the private wealth divisions of major investment banks and formed the firm so personal interests are more directly aligned with clients. The firm offers tailored financial advice, tax-efficient asset management, relationship-focused client service, and customized MLP management, with portfolios overseen by its chief investment officer.
General information
Firm type
RIA
Year founded
2005
Location
Region
North America
Country
United States
City
St. Petersburg
Corporate office
St. Petersburg, FL, United States
Principals
Cheyne Pace
Chairman, President, and CIO
Stan Black
Chief Operating Officer
Andrew Hollister
Principal
Weston Newman
CFA, Vice President
Jennifer Wheeler
Compliance Manager
Kelly Collins
Client Services
Kimberly Marinari
Client Services
Lee Obenshain
Co-Founder
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