Category: team

Eugene Yashin

Published by Leave your thoughts <p><p>Eugene Yashin, MBA, CFA®</p> <p>Partner, Chief Executive Officer, Chief Investment Officer</p> <p>Eugene specializes in quantitative investment research and portfolio management, and directs our quantitative framework for analyzing the macro environment, selecting securities, & constructing portfolios. He is a CFA® Charter holder and is a member of the CFA Society of Washington DC. Eugene has over 20 years’ experience in the investment industry. Prior to joining Signet, he was a Director of Research for a multi-billion dollar investment firm. Eugene has an MBA in Finance and Information Technology from American University, Washington DC and a BA in International Finance from State Linguistic University, Nizhniy Novgorod. Eugene enjoys time with his wife and two children. He plays soccer in multiple leagues and supports local charities. Education: CFA Charter holder, CFA Institute MBA Finance and IT, American University, Washington DC BA International Finance, State Linguistic University, Nizhniy Novgorod</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Jenna Engelhardt

Published by Leave your thoughts <p><p>Jenna Engelhardt</p> <p>Systems Specialist</p> <p>Jenna provides a variety of valuable services, working directly with clients and assisting our Relationship Managers and Advisors to provide a high level of service. She does a lot of critical work behind the scenes, running reports, implementing new technology, and completing special tasks and projects for the firm. She has been with Signet since 2011, starting as an intern and working her way up to more key responsibilities. She has a BS in Finance from William Paterson University. In her time away from work, Jenna enjoys reading, crafting and trying different fitness classes. Jenna also loves spending time and travelling with her fiance and 2 dogs.  Education: B.S. (Finance), William Paterson University, Wayne</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Matthew Etter

Published by Leave your thoughts <p><p>Matthew Etter, CFP®</p> <p>Partner, President</p> <p>Matthew Etter is the President of Signet Financial Management. Mr. Etter is an Investment Advisor with a Certified Financial Planner (CFP®) designation. Mr. Etter brings more than 20 years of years of experience with Signet and his primary focus is on strategic planning, M&A and business integration.  Throughout his time with Signet he has developed referral partnerships with TD Ameritrade and Scottrade, and today Mr. Etter’s goal is to provide company guidance to independent advisors who are looking to start or grow their own companies or who are looking for succession planning alternatives.    Prior to joining Signet, Mr. Etter has owned multiple business and worked with multiple RIA’s. He has his B.A in History from Indiana University. He is a native Floridian, where he and his wife enjoy raising their children.  He has a passion for golf and fishing. Education: BA, Indiana University Bloomington </p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Rachel Henderson

Published by Leave your thoughts <p><p>Rachel Henderson</p> <p>Client Services Representative</p> <p>Rachel helps clients with any forms, applications and agreements, while handling many client requests and various business administration tasks. Prior to joining Signet in 2018, she worked for 7 years as an Office Manager and Customer Service Representative. Rachel loves spending time with her 5 dogs. Her interests include reading, drawing, painting, and travelling to different countries. Rachel is also very active in volunteering and fostering with local animal shelters, and she donates regularly to organizations that help animals.</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Steve Tuttle

Published by Leave your thoughts <p><p>Steve Tuttle, MBA</p> <p>Partner, Chief Investment Strategist, Chief Compliance Officer</p> <p>Steve offers clients broad-based knowledge and experience in equity and fixed income investments, options strategies, portfolio management, and financial planning. He has the Series 65 Investment Adviser Representative exams and is a member of the Market Technicians Association. Steve has over 25 years’ investment industry experience. Prior to joining Signet in 2001 he worked for JP Morgan and Waterhouse Securities. He has an MBA in Finance from the Gabelli School of Business Fordham University, and a BA in Economics from St. Michael’s College. Steve and his wife have 2 boys and 2 girls. He enjoys coaching, skiing, and time on the lake with family and friends. He is President of Ringwood Hockey and President of the Lakeland Ice Hockey Association, and involved with his local church and community. Education: MBA Finance, Fordham University BA Economics, St. Michael's College </p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Greg Bradshaw

Published by Leave your thoughts <p><p>Greg Bradshaw, CFP®, CPWA®</p> <p>Managing Director, Wealth Management</p> <p>Greg has over 25 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™(CFP®) and Certified Private Wealth Advisor. Additionally, he has completed the Series 65 Investment Adviser Representative exam. He is a curious, empathetic, engaged and solutions-oriented financial professional with a passion for putting clients and their families in a better financial situation. He accomplishes this by obtaining a thorough understanding of each client’s needs and preferences and then developing a plan and implementing customized solutions that accomplish these goals. He looks forward to providing expert advice and exceptional service for clients and their families. Greg resides in Florida where he and his wife enjoy spending time watching their three daughters participate in many different sports. Education: B.S. in Finance – Eastern Illinois University</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Laura Squier

Published by Leave your thoughts <p><p>Laura Squier</p> <p>Chief Financial Officer</p> <p>Laura is responsible for our firm’s finances, but also fills other critical roles including human resources, insurance and risk mitigation, recordkeeping, compliance and operations management. Laura has more than 25 years’ experience working in finance, change management, strategic planning and optimizing operational efficiency and has been with Signet since 2011. She has a B.S. in Economics from Fairleigh Dickinson University. Laura lives with her daughter Kelly, a college student.  Outside the office, Laura serves on the Board of Directors for Creature Comfort Pet Therapy and volunteers as a team with her certified canine, Olive, a Bernese Mountain dog.  Otherwise you’ll find her outdoors, reading, or catching indie films and sporting events. Education: BS Economics, Fairleigh Dickinson University</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Stephanie Carreras

Published by Leave your thoughts <p><p>Stephanie Carreras</p> <p>Managing Director, Wealth Management</p> <p>Stephanie focuses on clients: improving the client experience, refining how we deliver advice, and enhancing client communications. She also works directly with many clients, building lasting relationships by providing advice and insight to help them achieve financial goals. Stephanie has over 23 years’ investment industry experience, and has the series 65 Investment Adviser Representative exam. Prior to joining Signet in 2016, she worked for TD Ameritrade, iShares, Fisher Investments, and Merrill Lynch. Stephanie has a BA in Economics and Sociology/Anthropology from Colgate University. She enjoys time in Florida with her dogs. She is Pack Leader for Broward County Humane Society, and involved with charities including Foster for Paws for You and Toys for Tots. Education: BA in Economics and Anthropology/Sociology - Colgate University</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

Shawn Hirsch

Published by Leave your thoughts <p><p>Shawn Hirsch, CFP®</p> <p>Partner, Wealth Management</p> <p>Shawn guides clients through a comprehensive wealth management process. He is very focused on understanding each client’s objectives and providing regular communication, advice, and insight to help clients meet their goals. He is a CERTIFIED FINANCIAL PLANNER™(CFP®) Professional and has the Series 65 Investment Adviser Representative exams. Prior to joining Signet in 2013, Shawn worked for Fidelity Investments for over 5 years. He has a B.A. in Economics from Bucknell University. Shawn is an avid sports fan and played college baseball. Away from work, Shawn loves spending time with his wife, their daughter Hayden, and their goldendoodle, Vail.  Education: BA in Economics, Bucknell University</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>

CHRISTOPHER BERTÉ

Published by Leave your thoughts <p><p>Christopher Berté CFP®</p> <p>Investment Advisor Representative</p> <p>Chris operates the Naples, Florida office, working directly with the clientele of Southwest Florida. He forms and cultivates relationships with his clients to get a comprehensive understanding of their goals and needs, developing a financial and investment plan customized to their unique situation. Prior to partnering with Signet, Chris worked at TD Ameritrade for over 12 years. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 66 Investment Advisor Representative license. Chris has lived in Naples Florida for over 10 years with his wife of 20 years, Tina, and their 5 year old daughter, Vivian. Education: Finance, Rasmussen College</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>