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Professional Team
Chris Young, Principal, Compliance Officer- Chris is a founder of Cephus
Capital Management and a Senior Portfolio Manager. Chris has better
than 20 years of experience in portfolio management, risk analysis
and equity trading. Prior to founding Cephus, Chris spent two
and a half years as a Senior Portfolio Manager and Shareholder
of a small Boutique RIA in San Francisco. However, his broadest
experience came from over 13 years with Merrill Lynch in both
San Francisco and New York City. The last position he held at
Merrill Lynch was as a Financial Advisor for one of Merrill's
Top 10 teams nationally. He co-managed over $800 million of high
net worth client assets. In New York Chris gained experience in
trading equities and bonds for their Consults Wrap fee program.
His experience in administration came from assisting the management
of a 175 broker office in down town Manhattan. Now these experiences
are coming together to build Cephus. Chris currently holds the
NASD Series 7, 24, 63, 65, and 66 securities licenses. He received
his B.A. in Business Economics from Colorado College. Chris resides
in Marin County, CA. with his two daughters.
Sandy Lowengart, III, Principal- Sandy is a founder of
Cephus Capital Management and a Senior Portfolio Manager. Sandy
has over 17 years of experience in the Investment Management industry.
Prior to founding Cephus, Sandy was a Senior Portfolio Manager
at SDR Capital Management in San Francisco. Before joining SDR,
Sandy was a Managing Director and Portfolio Manager with Optimum
Investment Advisors, a Chicago based money management firm with
$2 billion in assets. Prior to Optimum, Sandy served as Executive
Vice President and Senior Portfolio Manager at Rosenblum-Silverman-Sutton,
a San Francisco based money manager. At RSS, he was a member of
the Investment Policy Committee and served as the firm's compliance
officer. Prior to moving to the buy-side of the investment management
industry in 1997, Sandy spent over 6 years in the brokerage industry,
most recently as a Vice President in Special Accounts at SG Cowen.
At SG Cowen, he focused on Executive Corporate Services for officers
of the firm's investment banking clients. Sandy received his B.A
in Political Science from the University of California at Berkeley.
Sandy resides in Marin County with his wife of 15 years and two
children.
Michael Winkle, CFA, Chief Strategist- Michael is a founder
of Cephus Capital Management and serves as the firm's Chief Strategist
. He is the President of Market Trend Investors, a well known
Institutional economics and sector strategy service. Michael has
better than 30 years of experience in the investment business.
Prior to forming MTI, Michael was a Vice President at Reimer &
Koger, an investment management firm where he was responsible
for top down strategy. Prior to joining Reimer & Koger, Michael
was a Senior Market Analyst and Portfolio Manager at Waddell &
Reed, a large mutual fund company. At Waddell & Reed, Michael
was responsible for developing market strategy, intermediate-term
market timing, and industry group analysis. He is a regular guest
on the LA Business Channel, and quoted in Investors Business Daily
and other publications. Michael received his B.A and M.B.A from
the University of Missouri. He is an accredited Chartered Financial
Analyst. He is a member of the Association for Investment Management
and Research, and the Institute of Chartered Financial Analysts.
Michael lives in Kansas City, Missouri with his wife of 28 years
and 2 children.
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