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Michel B

Series 63, Series 65

Naples, FL

Covato Capital Management, LLC

Michel Bethea is a financial advisor at Covato Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including New York Life Insurance Company and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a 25% owner of Access Direct Insurance, a provider of property and casualty insurance services. Covato Capital Management offers fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm provides customized portfolio management using a range of investment vehicles and employs both fundamental and technical analysis, with additional offerings including coordination with independent managers and tools for monitoring held-away accounts.

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

Series 65, Series 66

Naples, FL

Covato Capital Management, LLC

Tony Gordon is a financial advisor at Covato Capital Management, LLC in Naples, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His background includes roles at Bank of America, Merrill Lynch, Roche Financial, and Paragon Flight. Covato Capital Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios using a range of securities and employing fundamental, technical, and charting analysis. The firm is notable for its affiliation with privately offered pooled investment vehicles and a commodity trading affiliate, as well as its emphasis on educational client engagement.

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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