Fundraising Fox

Michael Cheung

Investor

Managing Partner at Caerus Advisors

San Francisco, California

Writes $25K – $500K checks Β· typically $100K

Experience

  1. Dishmi CapitalCo-Founder and Managing Partnercurrent2025 β€” present
  2. Trading Card WorldManaging Partnercurrent2025 β€” presentDallas, TX
  3. Caerus Investment Advisors, LLCFounder and Managing Principalcurrent2014 β€” presentSan Francisco Bay Area
  4. Credit Suisse - Private BankPrivate Wealth Advisor2010 β€” 2014
  5. Barclays WealthPrivate Wealth Summer Associate2009San Francisco Bay Area
  6. US GovernmentNCS Officer2002 β€” 2008Washington D.C. Metro Area

Education

  1. The University of Chicago Booth School of BusinessMBA, Finance2008 β€” 2010
  2. Washington University in St. LouisBA, Biology1997 β€” 2001
  3. Clovis High SchoolHS Diploma1994 β€” 1997

Skills & more

Investments99Succession Planning3Philanthropy8Fundraising6Asset Allocation60Insurance4Estate Planning30Finance80Financial Modeling47Vocabulary3Private Banking8Financial Advisory4
+12 moreInvestment ManagementWealthInvestment BankingPortfolio ManagementAsset ManagementHigh Net Worth IndividualsEquitiesBreakdanceHedge FundsFixed IncomeValuationSecurities
  • Series 66 - Uniform Combined State law β€” FINRA
  • Series 7 - General Securities Representative β€” FINRA

From Michael's professional profile.

Same school

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