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®

Partner, Chief Executive Officer, Chief Investment Officer
Steve Tuttle

Steve Tuttle

MBA

Partner, Chief Investment Strategist
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, CFA®

Client Portfolio Manager
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