What departments does Cercano have?

Cercano has employees across 4 departments including Finance, Analytics, Program & Project Management, Legal.

What is the largest department at Cercano?

The largest department at Cercano is Finance with 1 employees.

Where are Cercano employees located globally?

Cercano has employees across 4 continents and 6 countries including Singapore, Spain, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Cercano's team size changed over time?

Cercano's team has grown from approximately 71 to 73 employees based on available data.

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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.

Cercano Global Highlights

North America
72

United States Of America
71
Canada
1

Asia
3

Singapore
3

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Spain
1

South America
1

Argentina
1

Cercano's Leadership

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

Cercano Employee Metrics

100%

50%

2026

2025

Banking
Finance
Legal
Community & Social Services
Engineering
Other

Contact profiles from Cercano

Name

Title

Contact

Location

Last Update

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

Frequently Asked Questions

What is Cercano known for?

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

What is Cercano's most common email format?

Cercano employees' email format typically follows the pattern of . 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?

Cercano has approximately 74 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Cercano's key employees and leadership?

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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Cercano Employee Directory

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