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.

Tony Gordon is a financial advisor at Covato Capital Management, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is associated with Paragon Flight. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities with portfolio management and financial planning services. The firm manages approximately $14.37 million in discretionary assets and utilizes customized portfolios that may include mutual funds, ETPs, individual securities, and options, while also engaging independent sub-advisors and offering private investment vehicles and commodity trading activities through affiliated entities.

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.