The Management Team at Centricity Financial consists of:
Managing Partner/Chief Investment Officer
Ethan Namvar is a managing partner of Centricity Financial and a Lecturer in Finance at the Haas School of Business at the University of California, Berkeley. He has taught courses in Financial Engineering, Mathematical Finance, Derivatives, and Investments. He has consulted in the areas of investment strategy, portfolio management, and risk management for various investment advisories, hedge funds and fund of funds.
Mr. Namvar received a Masters in Financial Engineering from University of California, Berkeley and an MBA from University of California, Irvine. He is a CAIA charterholder and holds the Series 3 and Series 65 NASD/FINRA licenses.
Andrew Amadi, PhD
Managing Partner/Chief Financial Officer
Andrew Amadi is a managing partner of Centricity Financial. Prior to joining Centricity Financial, LLC, Mr. Amadi worked as a financial analyst at a major conglomerate, developing revenue and forecasting models for one of their software divisions. At Centricity Financial his focus is on corporate consulting, insurance, and helping analyze securities and portfolios.
Mr. Amadi graduated University of California, Davis with a Ph.D. in Economics, concentrating in international finance. His dissertation is in international portfolio diversification, which was published in a peer-reviewed academic journal. He also holds the Series 65 NASD/FINRA license.
Caleb Turner is a financial advisor at Centricity Financial. Mr. Tuner began his financial career with Peachtree Planning Corporation in Atlanta, Georgia where he worked with other advisors from several financial specialty backgrounds to develop comprehensive strategies that help individuals, families and businesses. He currently focuses his efforts on developing financial strategies to assist clients reach their financial goals as effectively as possible.
Mr. Turner earned his Bachelors Degree in Political Science from the University of Tennessee. He currently holds the Series 7 NASD/FINRA, and is also licensed for Life, Health and Accident Insurance.
June Cachola is a financial advisor at Centricity Financial. She has over 17 years experience in the financial services industry working as financial advisor in leading bank and credit union investment programs. She enjoys consulting with clients to develop strategies to assist with investment advice, risk management, retirement income planning and estate planning.
Ms. Cachola holds a BS degree in Business Administration with a concentration in Finance from California State University, Dominguez Hills. She has the FINRA Series 7 and 66 Securities Licenses and Life, Health and Accident Insurance.
Jennifer Chang is a managing director at Centricity Financial. Ms. Chang is a licensed real estate broker, Realtor®, and educator, based in Newport Beach, California. She handles both residential and commercial properties throughout southern California and specializes in new construction and development. She is a current member of the National, California, and Orange County Associations of Realtors as a real estate broker.
Ms. Chang also pursued continued education at the University of Cambridge's Investment Property Forum and has certification from BridgeLinguatec as a Teacher of English as a Foreign Language. Ms. Chang volunteers on the board for the MIT Club of Southern California and as MIT OC liaison to OCMBA, is also a board member there. She is fluent in American English, conversant in Mandarin in Chinese, and intermediate Spanish. Her primary degree in Management Science with a concentration in Finance was awarded by the Massachusetts Institute of Technology's Sloan School of Management.