Meet the Team

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

Jose Rodriguez

Chief Operating Officer

Laura Squier

Chief Financial Officer

Christopher Berté

CFP^®

Managing Director

Jason Kohut

Managing Director

Daniel DiVizio

CFP^® CRC^®

Client Relationship Manager

George Don

CFP®, CEPA®

Financial Advisor, Wealth Management

Robert Barron

Client Portfolio Manager

Robin Bolton

Investment Advisor Representative

Rob Kuzniacki

Investment Advisor Representative

Steve Casey

Investment Advisor Representative

Andrey Yashin

MSC CFA^®

Director of Portfolio Administration

Vlad Stasenko

CFP^®

Senior Financial Analyst

Holly Kuechler

Senior Client Service Representative

Rachel Henderson

Client Service Representative

Ryan Tuttle

Client Service Representative