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Michel B

Series 63, Series 65

Naples, FL

Covato Capital Management, LLC

Michel Bethea is a financial advisor with Covato Capital Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Mass Mutual Life Insurance Company, among others. Outside of advisory work, he is a 25% owner of ACCESS DIRECT INSURANCE, a firm providing property and casualty insurance services. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities with customized portfolio management and financial planning. The firm manages approximately $14.37 million in discretionary assets and utilizes a range of investment vehicles, including mutual funds, ETPs, individual securities, and model portfolios, while also engaging in sponsored private investment vehicles and commodity trading activities through affiliated entities.

Options & derivatives strategies Active portfolio management Private / alternative investments Founder/Business Owner
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Tony G

Series 66, Series 65

Naples, FL

Covato Capital Management, LLC

Tony Gordon is a financial advisor at Covato Capital Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Covato Capital Management, he held positions at Paragon Flight, Bank of America, Merrill Lynch, and Roche Financial. Covato Capital Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, customized portfolios using a range of investment vehicles, and employs both fundamental and technical analysis, with affiliated entities involved in pooled investment vehicles and commodity trading.

Options & derivatives strategies Active portfolio management Private / alternative investments Founder/Business Owner
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Christopher C

Series 63, Series 65

Naples, FL

Covato Capital Management, LLC

Christopher Covato is a financial advisor at Covato Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CS Planning Corp and Covato Capital Management, LLC. Outside of his advisory role, Mr. Covato is a Captain and Simulator Check Airman for Atlas Air Inc., where he has been employed since 1999, flying Boeing 747s. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities, including high-net-worth clients. The firm offers customized portfolio management and financial planning, utilizing a range of investment vehicles and model portfolios, and is notable for its involvement with sponsored private investment vehicles and commodity trading activities.

Options & derivatives strategies Active portfolio management Private / alternative investments Founder/Business Owner
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