I am a registered advisor with the SEC and have over 14 years’ experience in the financial industry. I also hold the Series 66 license.
As an advisor with Cedar Capital Advisors, I am backed with an investment team consisting of two CFA (Chartered Financial Analysts) charter holders, three University of Chicago Booth School of Business MBAs, and more importantly, a group of individuals that strive to do what’s best for the client.
Neil Peplinski is Cedar Capital’s Chief Investment Officer and the architect behind the firm’s Market Advantage Portfolio framework (MAPs). With over 20 years of professional experience, Neil is responsible for research, investment analysis and the development/oversight of new investment strategies and models. Prior to co-founding Cedar Capital, he served as portfolio manager and quantitative analyst for Allstate Investments. Neil earned an MBA with High Honors from The University of Chicago Booth School of Business, a MSEE from the University of Michigan and a BSEE from The Michigan Technological University where he graduated summa cum laude.
Yash Patel is Cedar Capital’s Chief Operating Officer and brings over 15 years of professional experience to the firm. Yash’s responsibilities include the management and leadership of operations, technology, trading, and portfolio management. Prior to joining Cedar Capital, he was a quantitative equity analyst for Allstate Investments, developing and implementing model-driven trading strategies. Previous to that, he worked and consulted for hedge funds including Bridgewater Associates and Citadel Investment Group. Prior to his career in financial services, Yash spent several years in the software industry with a focus on systems architecture and application development. Yash earned an MBA with Honors from The University of Chicago Booth School of Business and a BS CSE from The Ohio State University.