Meet the Naples Team

Christopher Berté

CFP®

Managing Director

Jason Kohut

Managing Director

Meet the Whole Team

Eugene Yashin

MBA, CFA®

Owner, Chief Executive Officer, Chief Investment Officer – Equities

Matthew Etter

CFP®

Owner, President

Steve Tuttle

MBA

Owner – Chief Investment Officer – Fixed Income, Chief Compliance Officer

Shawn Hirsch

CFP®

Managing Director, Wealth Management

Laura Squier

Chief Financial Officer

Christopher Berté

CFP®

Managing Director

Jason Kohut

Managing Director

Stephanie Carreras

Director of Client Relations

Daniel DiVizio

CFP® CRC®

Client Relationship Manager

Andrey Yashin

MSC CFA®

Senior Financial Analyst

Alexander Larin

MSC

Senior Financial Analyst

Vlad Stasenko

CFP®

Senior Financial Analyst

Robin Bolton

Investment Advisor Representative

Steve Casey

Investment Advisor Representative

Holly Kuechler

Senior Client Service Representative