Category: team
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>Holly Kuechler
Leave your thoughts <p><p>Holly Kuechler</p> <p>Senior Client Services Representative</p> <p>Holly helps clients with any forms, applications and agreements, while handling many client requests and various business administration tasks. Prior to joining Signet in 2012, she worked for 10 years as an Executive Administrative Assistant. She has a B.S in Business Administration from the College of St. Elizabeth with a major in Management and double minor in Computer Systems and Psychology. She loves spending time with her husband and daughter. Her interests include reading, movies, and tending to her cat, fish, and 2 dogs. Education: BS in Business Administration with a Management Concentration, College of St. Elizabeth</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
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>Eugene Yashin
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>
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Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC-Registered Investment Adviser, doing business as Signet Financial Management.
© 1988–2026 Signet Financial Management, LLC
© 1988–2026 Signet Financial Management, LLC
