Meet the Team

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®

Owner, Chief Executive Officer, Chief Investment Officer – Equities
Matthew Etter

Matthew Etter

CFP®

Owner, President
Steve Tuttle

Steve Tuttle

MBA

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

Shawn Hirsch

CFP®

Managing Director, Wealth Management
Laura Squier

Laura Squier

Chief Financial Officer
Christopher Berté

Christopher Berté

CFP®

Managing Director
Jason Kohut

Jason Kohut

Managing Director
Stephanie Carreras

Stephanie Carreras

Director of Client Relations
Daniel DiVizio

Daniel DiVizio

CFP® CRC®

Client Relationship Manager
Andrey Yashin

Andrey Yashin

MSC CFA®

Senior Financial Analyst
Alexander Larin

Alexander Larin

MSC

Senior Financial Analyst
Vlad Stasenko

Vlad Stasenko

CFP®

Senior Financial Analyst
Robin Bolton

Robin Bolton

Investment Advisor Representative
Steve Casey

Steve Casey

Investment Advisor Representative
Holly Kuechler

Holly Kuechler

Senior Client Service Representative