Category: team
Shawn Hirsch
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
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>Jason Kohut
Leave your thoughts <p><p>Jason Kohut</p> <p>Investment Advisor Representative</p> <p>Jason operates the Naples, Florida office, working directly with retirees and business owners of Southwest Florida. A true enthusiast for the financial markets, Jason utilizes his 20 years of experience in financial planning and wealth management to create personalized investment strategies for his high net worth clients. Prior to partnering with Signet, Jason worked at TD Ameritrade as a Senior Financial Consultant for 13 years. He holds a Series 66 Investment Adviser Representative license and a BS in Business Management. Jason currently resides in Naples, FL and enjoys sports, the outdoors and playing with his 2 dogs. Education: BS, Business Management, University of Phoenix </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>Daniel DiVizio
Leave your thoughts <p><p>Daniel DiVizio, CFP® CRC®</p> <p>Client Relationship Manager</p> <p>Dan helps clients establish a plan and achieve their goals through all stages of their life. He provides expert guidance on investment strategy, retirement planning, risk management, social security, saving for college, and income generation. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Certified Retirement Counselor® (CRC®), and has the Series 65 Investment Adviser Representative exams. Prior to joining Signet in 2015, Dan worked with NVE Bank as a business analyst and staff accountant. He has a dual B.S. in Finance with a concentration in Financial Planning and Finance from William Paterson University. Dan lives with his wife and two sons, and enjoys sports, plays softball, and volunteers for local causes related to the environment. Education: BS Finance & Financial Planning, William Paterson 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>Andrey Yashin
Leave your thoughts <p><p>Andrey Yashin,MS, CFA®</p> <p>Director of Portfolio Administration</p> <p>Andrey trades and rebalances client portfolios, and assists in the development and maintenance of our analytical tools and systems used in our quantitative investment management framework. He is a CFA® Charter holder. Prior to joining Signet in 2012, Andrey worked in the financial industry in Russia for 6 years. He has M.S. in Economics and Econometrics from the Higher School of Economics, Moscow, and a B.S. in Economics from the Higher School of Economics, Moscow. He enjoys sports activities, including running, ice hockey, and soccer. Education: CFA Charter holder, CFA Institute Master of Science in Economics and Econometrics, Higher School of Economics, Moscow Bachelor of Science in Econimics, Higher School of Econimics, Moscow </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>Alexander Larin
Leave your thoughts <p><p>Alexander Larin, MS</p> <p>Director of Research</p> <p>Alexander is responsible for conducting empirical researches and data analysis, designing the company's analytical systems, and developing new long-term trading strategies.Currently, Alexander conducts researches and teaches a number of applied courses at the Higher School of Economics, Russia. As a representative of the academic environment, he helps us to follow the most recent concepts and estimation techniques in econometrics and finance. Education: Master of Science in Economics and Econometrics, Higher School of Economics, Moscow Bachelor of Science in Economics, Higher School of Economics, Moscow </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>Vlad Stasenko
Leave your thoughts <p><p>Vlad Stasenko, CFP®</p> <p>Senior Financial Analyst</p> <p>Vlad trades and rebalances client portfolios, administers many portfolio management systems and tools, prepares client reports, and provides support and analysis to portfolio managers. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional who joined Signet in 2007 as an intern and has worn many hats including financial planner, compliance analyst, and technology support. Prior to joining Signet in 2007, Vlad worked in a branch of what is now TD Bank, promoting business development and client service. Vlad has a B.S. in Finance from Fairleigh Dickinson University. He enjoys spending time with his wife and young son. His interests include fishing, playing soccer, and traveling. Education: BS Finance, 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>Robin Bolton
Leave your thoughts <p><p>Robin Bolton</p> <p>Investment Advisor Representative</p> <p>Robin provides expert guidance and insight to clients. He takes time to understand clients, gain their trust, and help them achieve their financial goals. He has the Series 65 Investment Adviser Representative exams, and over 40 years’ industry experience. Robin has worked with Signet since 2010. He has a B.S. in Economics from Queens University, Belfast, N. Ireland, and is a fellow of the Institute of Chartered Accountants in Ireland (FCA). Robin actively volunteers with the Good Samaritan Foundation of Haiti. Education: B.S. (Econ), Queens University, Belfast Certifications/Awards Fellow of the Institute of Chartered Accountants in Ireland Former Treasurer of the Middlesex-Somerset Chapter of the New Jersey Society of CPAs Former Chair of the State Personal Financial Interest Group of the New Jersey Society of CPAs. </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 Casey
Leave your thoughts <p><p>Steve Casey</p> <p>Investment Advisor Representative</p> <p>Steve works directly with clients, providing advice and insight to help them achieve financial goals. He has the Series 65 Investment Adviser Representative exams, and over 27 years’ industry experience as a Financial Adviser for Morgan Stanley and Prudential. Steve has worked with Signet since 2007. His education is from Rutgers University, where he studied Economics. Steve lives in New Jersey with his wife and three sons. He enjoys fishing and coaching hockey. Education: Economics, Rutgers 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>
Follow us on social media
© 1988–2024 Signet Financial Management, LLC
