Archives: Team Members

Lee helped found Yale Capital in 2004 after working alongside Cheyne in Merrill Lynch’s Private Advisory Group. Lee began his career at Raymond James where he held numerous roles and over his career has accumulated three decades of investment advisory and brokerage industry experience. Lee played an instrumental role in establishing the firm’s client service… Read more »

Kimberly joined Yale Capital in 2014 and has more than 11 years of experience with the firm as Operations Manager. Kimberly supports the firm’s growth and commitment to client service excellence. Drawing on prior analytical and reporting experience while holding a Bachelor’s degree from The University of Tampa, Kimberly oversees client service and daily operations,… Read more »

Kelly joined Yale Capital in 2023 and has over a decade of financial industry experience. Kelly earned his Bachelor of Science in Business Administration from State University of New York. He is responsible for overseeing all aspects of Yale Capital’s client service including onboarding new clients, implementing cash management strategies, and daily resolution of client… Read more »

Jennifer joined Yale Capital Corp in 2009 and has over two decades of experience in the financial services industry. Jennifer manages Yale Capital’s compliance program, ensuring that the firm and its employees comply with our Code of Ethics, SEC rules, and the Investment Adviser’s Act of 1940. Jennifer has served as Yale Capital’s primary compliance… Read more »

Weston joined Yale Capital in 2020 with over 6 years of experience in the financial services industry. Weston serves as a key relationship point for clients and prospective clients and provides analytical support to Cheyne Pace in portfolio management duties. Previously, he was an Investment Banking Analyst with HSBC Securities Inc. and Equity Research Associate… Read more »

Andrew joined Yale Capital in 2007 after graduating magna cum laude from the University of Texas in Economics and Mathematics. Andrew provides analytical support and has developed excellent reporting and security research skills. He also provides a high level of service as a prime relationship point for clients and prospective clients. Andy is a registered… Read more »

Stan accumulated over a decade of experience in the investment advisory and brokerage industry before joining Yale Capital in 2013. His previous roles have included portfolio management, analysis, derivative trading, performance reporting, billing and client relationship management. He graduated from the Honor’s College at the University of Mississippi with a Bachelor of Business Administration and… Read more »

Cheyne founded Yale Capital Corporation in 2004 after managing portfolios for five years with the Equities Division of Goldman, Sachs & Co., from 1994 to 1999, and five years with Merrill Lynch’s Private Advisory Group, from 1999 to 2004. He received his master’s degree of Business Administration from Yale University. Cheyne has focused on MLP… Read more »