Meet the Naples Team

Christopher Berté

Christopher Berté

CFP®

Managing Director
Jason Kohut

Jason Kohut

Managing Director

Meet the Whole Team

Eugene Yashin

Eugene Yashin

MBA, CFA®

Partner, Chief Executive Officer, Chief Investment Officer
Matthew Etter

Matthew Etter

CFP®

Partner, President
Steve Tuttle

Steve Tuttle

MBA

Partner, Chief Investment Strategist, Chief Compliance Officer
Shawn Hirsch

Shawn Hirsch

CFP®

Partner, Wealth Management
Jose Rodriguez

Jose Rodriguez

Chief Operating Officer
Laura Squier

Laura Squier

Chief Financial Officer
Christopher Berté

Christopher Berté

CFP®

Managing Director
Jason Kohut

Jason Kohut

Managing Director
Daniel Divizio

Daniel DiVizio

CFP®, CRC®

Financial Planning Director, Wealth Management
George Don

George Don

CFP®, CEPA®

Financial Advisor, Wealth Management
Robert Barron

Robert Barron

Client Portfolio Manager
Robin Bolton

Robin Bolton

Investment Advisor Representative
Steve Casey

Steve Casey

Investment Advisor Representative
Andrey Yashin

Andrey Yashin

MSc, CFA®

Director of Portfolio Administration
Vlad Stasenko

Vlad Stasenko

CFP®

Senior Financial Analyst
Holly Kuechler

Holly Kuechler

Senior Client Services Representative
Rachel Henderson

Rachel Henderson

Client Services Representative
Ryan Tuttle

Ryan Tuttle

Client Services Representative
Charles Coryell

Charles Coryell

Client Services Representative