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"Dedicated to the Creation and Preservation of Wealth"

Team

First Allied Asset Management

 

Chad Ryan Barancyk is the president and founder of Naples Private Wealth in beautiful downtown Naples, Florida. Chad holds series 7, 63, and 65 registrations along with holding an active life insurance license. Chad grew up in Northern...

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Jeff D. Verbance is a rare Naples native. He has witnessed the transformation of a quaint town become a well-renowned destination. The development has been strategically positioned while preserving the founder’s idea of maintaining...

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McFaddin (Mac) Moise III is the Director of Client Services for Naples Private Wealth. He currently holds series 7, 63, and 65 securities licenses including an active life, health and variable annuity license since January 2001. Mac is...

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Craig Columbus

President & CEO

Craig Columbus is the President & CEO of First Allied Asset Management, Inc., an SEC-registered investment manager owned by First Allied Holdings, Inc. The firm, led by Mr. Columbus since its founding in 2006, manages more than $1...

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Jeffrey J. Mindlin, CFA

Chief Investment Officer

Mr. Mindlin serves as First Allied’s Asset Management team’s Chief Investment Officer, managing the firm’s day-to-day operations. In his additional capacity as Chief Investment Officer, Mr. Mindlin is responsible for the portfolio...

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Thomas R. Samuelson, CFA, CMT

Senior Portfolio Manager

Mr. Samuelson serves as a Senior Portfolio Manager for First Allied’s Asset Management team. Previously, Mr. Samuelson served as a Portfolio Manager at Invesco Funds Group for a diversified long/short fund and a sector energy fund,...

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Lon J. Gerber

Chief Operating Officer

Mr. Gerber serves as Chief Operating Officer for First Allied’s Asset Management team. Prior to joining First Allied, Mr. Gerber spent more than 10 years at Thomson Financial, a leading provider of information and technology solutions...

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Brian D. Wright, CFA

Senior Portfolio Manager

Mr. Wright serves as a Senior Portfolio Manager for First Allied’s Asset Management team. Mr. Wright has more than a decade of industry experience. Previously, he served as a trader with Pinnacle Investment Advisors, where he helped...

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Collin Martin, CFA

Assistant Portfolio Manager

Mr. Martin serves as an Assistant Portfolio Manager for First Allied’s Asset Management team. Prior to joining First Allied, Mr. Martin worked at First Allied Securities where he worked in Quality Assurance providing operational...

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