McDermott Investment Advisors, LLC

Peter Shaw is a financial advisor at Global View Capital Management LLC with a Series 66 designation and five years of industry experience. His prior roles include positions at Edelman Financial Engines Advisors, Fidelity Investments, and Merrill. Outside of his advisory work, he is involved with Naborforce, providing on-demand services to elderly individuals, and teaches middle school grades 6 through 8 at Annunciation Day School. Global View Capital Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment approach using proprietary research, technical analysis, and trend-following signals implemented at scale across multiple platforms.

Dean McDermott is a financial advisor at McDermott Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McDermott Investment Advisors since its founding in 2004. He is also a member of Kadeda of Naples, LLC, a commercial real estate venture. McDermott Investment Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, using both firm-developed and third-party model portfolios across a range of investment instruments.

John Cito is the principal of Cito Capital Advisors LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been involved with multiple related firms, including McDermott Investment Services, LLC and Cito Capital Management, LLC, where he has served in advisory and financial planning roles. Cito Capital Advisors LLC provides fee-based financial planning and consulting primarily to individual clients, offering modular or one-time written plans and hourly advice. The firm refers client portfolios to third-party money managers and supports clients with onboarding and ongoing liaison services, focusing on an advisory approach that combines fundamental, technical, and cyclical analysis.

Mark Baran is a financial advisor at McDermott Investment Advisors, LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services and Silber Bennett Financial. In addition to his advisory role, he serves as President of NL1031, a business focused on 1031 exchanges and Opportunity Zone funds. McDermott Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Andrew Aigner is a financial advisor at McDermott Investment Advisors, LLC with 21 years of industry experience. He holds a Series 63 designation and has been with McDermott since 2012. Outside of his advisory role, he has been self-employed since 1995. McDermott Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Anthony Correnti is a financial advisor at McDermott Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc., Centaurus Financial, Inc., and the Jet Propulsion Lab. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Robert Bosch is a financial advisor at McDermott Investment Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked with McDermott Investment Advisors since 2020. Prior to that, he was involved with Yabba Inc. and Horizon Business Services. McDermott Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, utilizing both firm-developed and third-party model portfolios across various asset classes.

Kathleen McDermott is a Series 65 licensed financial advisor with 20 years of industry experience. She has been with McDermott Investment Advisors, LLC since 2005. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately 700 accounts and $211 million in assets. The firm uses both proprietary and third-party model portfolios and employs sub-advisers for trading, reporting, and back-office support.

Robert Horning is a financial advisor with McDermott Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at McDermott Investment Advisors since 2017 and previously spent eight years with Centaurus Financial, Inc. Outside of his advisory role, he operates H & S Wealth Management, a consulting business related to broker-dealer products. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across various asset classes and offering access to third-party advisers and programs for smaller accounts.

David Mc Dermott is a financial advisor at McDermott Investment Advisors, LLC in Naples, FL, holding a Series 65 designation with two years of industry experience. He has been associated with McDermott Investment Services, LLC since 2016 and has maintained concurrent student status since 2008. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with around $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.