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Cercano Employee Directory

Investment ManagementColorado, United States51-200 Employees

Cercano is a privately held investment management firm based in Bellevue, Washington, United States. It serves ultra-high-net-worth individuals and their family foundations, providing tailored investment management for a private clientele. The company operates in the investment management industry and maintains its headquarters in the United States. With a mid-sized team, Cercano serves its niche UHNW client segment from its Bellevue base. Additional information about the firm is available on its website at cercanolp.com.

Find Cercano employees' phone numbers or email addresses

Cercano Global Highlights

Location
Employees

North America
72

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  • United States Of America
    71
  • Canada
    1

Asia
3

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  • Singapore
    3

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Spain
    1

South America
1

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  • Argentina
    1

Cercano's Leadership

  • Partner, Chief Financial Officer at Cercano
    J. S.
    Partner, Chief Financial Officer
    Mobile Phone
  • Managing Director & Head Of Southeast Asia at Cercano
    T. T.
    Managing Director & Head Of Southeast Asia
    Mobile Phone
  • Director, Wealth Management at Cercano
    J. M. B. C.
    Director, Wealth Management
    Mobile Phone
  • Managing Director at Cercano
    M. M. Y.
    Managing Director
    Mobile Phone
  • Managing Director at Cercano
    R. G.
    Managing Director
    Mobile Phone
  • Portfolio Manager / Analyst at Cercano
    A. L.
    Portfolio Manager / Analyst
    Mobile Phone
  • Executive Assistant & Project Manager at Cercano
    J. B.
    Executive Assistant & Project Manager
    Mobile Phone
  • Venture Capital at Cercano
    S. K.
    Venture Capital
    Mobile Phone

Cercano Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Community & Social Services
  • Engineering
  • Other

Contact profiles from Cercano

Name
Title
Contact
Location
Last Update
  • Partner, Chief Financial Officer at Cercano
    J. S.
    Partner, Chief Financial Officer
    Mobile Phone
    Jul 16, 2026
  • Managing Director & Head Of Southeast Asia at Cercano
    T. T.
    Managing Director & Head Of Southeast Asia
    Mobile Phone
    Singapore
    Apr 15, 2026
  • Director, Wealth Management at Cercano
    J. M. B. C.
    Director, Wealth Management
    Mobile Phone
    Jun 25, 2026
  • Managing Director at Cercano
    M. M. Y.
    Managing Director
    Mobile Phone
    Singapore
    Apr 15, 2026
  • Managing Director at Cercano
    R. G.
    Managing Director
    Mobile Phone
    Apr 15, 2026
  • Portfolio Manager / Analyst at Cercano
    A. L.
    Portfolio Manager / Analyst
    Mobile Phone
    Bay
    Jun 25, 2026
  • Executive Assistant & Project Manager at Cercano
    J. B.
    Executive Assistant & Project Manager
    Mobile Phone
    Apr 16, 2026
  • Venture Capital at Cercano
    S. K.
    Venture Capital
    Mobile Phone
    Singapore
    May 30, 2026
  • Associate General Counsel at Cercano
    O. V.
    Associate General Counsel
    Mobile Phone
    Oct 16, 2024
  • Employee at Cercano
    A. F.
    Mobile Phone
    United Kingdom, Swindon
    Feb 20, 2024

Frequently Asked Questions

What is Cercano known for?

Minus sign iconPlus sign iconCercano operates in the Investment Management industry. Explore Cercano's company overview page for more information.

What is Cercano's most common email format?

Minus sign iconPlus sign iconCercano employees' email format typically follows the pattern of FirstL@cercanolp.com. Trying to find reliable and up-to-date employee contact data? Find more Cercano email formats with LeadIQ.

How many employees does Cercano have currently?

Minus sign iconPlus sign iconCercano has approximately 74 employees as of July 2026. These team members are located across 4 continents, including North America, Asia and Europe.

Who are Cercano's key employees and leadership?

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As of July 2026, Cercano's key employees include:

  • Partner, Chief Financial Officer: J. S.
  • Managing Director & Head Of Southeast Asia: T. T.
  • Director, Wealth Management: J. M. B. C.
  • Managing Director: M. M. Y.
  • Managing Director: R. G.

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