Naples, FL Office

Colleen Murphy is a financial advisor with CWA Asset Management Group in Naples, FL, holding Series 63, 65, and 66 licenses and with 12 years of industry experience. She has worked at CWA since 2017 and previously at Merrill and KeyBanc Capital Markets. Outside of her advisory role, she serves as a consultant for parking revenue operations during the New York State Fair each year. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary models and in-house research for portfolio management, offering both active and quantitative strategies with global diversification and various advanced techniques tailored to client objectives.

Shad White is a financial advisor at CWA Asset Management Group in Naples, FL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at CWA Asset Management Group since 2016 and previously spent five years at Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative strategies using in-house research, proprietary models, and artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Brian Tolin is a CFA® charterholder with 14 years of industry experience. He is currently with CWA Asset Management Group and has previous experience at Ariel Capital Advisors, LLC, and Raymond James and Associates. CWA Asset Management Group serves a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm provides discretionary and non-discretionary portfolio management using proprietary research and models, incorporating active and quantitative strategies, with portfolios that are generally globally diversified.

Daniel London is a Series 65-licensed financial advisor with six years of industry experience. He is currently with CWA Asset Management Group and has held prior roles at CWA Naples, LLC, Capital Wealth Advisors, and in the entertainment sector. Outside of advising, he serves as Vice President of London Executive Office Suites, LLC. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, and institutional investors. The firm employs in-house research and proprietary models that use active and quantitative strategies, including artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Jeffrey Galati is a CFP® professional with 15 years of experience in financial advising, currently practicing at CWA Asset Management Group. His prior experience includes two years at AmeriPlanning and Investments LLC before joining CWA in 2018. Outside of finance, he owns and manages a home security company, Eyes On It Home Watch LLC. CWA Asset Management Group serves a diverse client base including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management with a focus on proprietary research, active and quantitative strategies, and globally diversified portfolios that may employ advanced techniques such as short selling and tax-aware strategies.

Darian Chen is a CFA® charterholder with 26 years of industry experience, currently serving at CWA Asset Management Group since 2025. His prior experience includes roles at Bray Capital Advisors, LLC, Sequoia Financial Group, Gratry & Company, LLC, and First Fiduciary Investment Counsel Inc. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, combining active and quantitative strategies with global diversification and specialized techniques tailored to client objectives.

Barry Walsh is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with one year of industry experience. Prior to joining CWA, he held roles in various sectors including healthcare, hospitality, and community organizations. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs proprietary research and models to manage globally diversified portfolios using a combination of active, quantitative, and AI-enhanced strategies.

Blake Bollinger is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Violi, Northwestern Mutual, and Four Seasons Wealth Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm utilizes proprietary in-house research and models, combining active and quantitative strategies with selective use of artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models, offering a combination of active and quantitative investment strategies that include global diversification and various portfolio techniques tailored to client objectives.

Mikaela Hutton is a financial advisor at CWA Asset Management Group with four years of industry experience. She holds a Series 65 designation and has been with CWA since 2021. Outside of advisory work, she has a longstanding career at Lululemon, where she has worked for over ten years. CWA Asset Management Group serves a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a combination of active and quantitative investment strategies, including proprietary models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Matthew Hickey is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 66 designation and 21 years of industry experience. His prior work includes positions at SilverStone Group and LPL Financial. Outside of advising, he serves on the boards of the Ndamukong Suh Family Foundation and The Big Red Collaborative Foundation, and is involved with Hurrdat and Opendorse as an advisory board member as well as a minority principal in SmartSports Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, family offices, trusts, foundations, and institutional investors. The firm employs proprietary models and active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Karen Vilorio Muchnik is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with six years of industry experience. Her work history includes roles at Capital Wealth Advisors, Wells Fargo Advisors, and Coyle Financial Counsel. Outside of finance, she is a co-owner of Commercial Window Coverings LLC, a business specializing in commercial shades and window coverings. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm offers discretionary and non-discretionary portfolio management based on in-house research and proprietary models, incorporating active and quantitative strategies with the selective use of artificial intelligence.

Hunter Grand is an investment advisor at CWA Asset Management Group with two years of industry experience. He holds a Series 65 designation and is based in Naples, FL. Outside of his advisory role, Hunter works as a server at a local restaurant in Estero, FL. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs both active and quantitative strategies, incorporating proprietary research, multifactor stock selection models, and selective use of artificial intelligence in portfolio management.

Kimberly Key is a financial advisor with CWA Asset Management Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has previously worked at Morgan Stanley and Keel Point among other firms. Kimberly serves as Chief Compliance Officer for both the advisory and insurance sides of CWA Asset Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary models and a combination of active and quantitative strategies incorporating artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Jordan Spangler is a financial advisor at CWA Asset Management Group with a Series 65 credential and one year of industry experience. Prior to joining CWA, he held several roles at PNC Bank, F.N.B. Corporation, and First Commonwealth Bank. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm uses proprietary research and models, including active and quantitative strategies that incorporate multi-factor stock selection and selective artificial intelligence, offering globally diversified portfolios tailored to client objectives.