Advisors at this firm
Kelly C
Series 63, Series 65
St. Petersburg, FL
Yale Capital Corp.
Kelly Collins is a financial advisor at Yale Capital Corp. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and World Financial Group. Yale Capital Corp. provides discretionary and non-discretionary investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions, managing approximately $4.04 billion across 112 household accounts. The firm emphasizes dividend-bearing and tax-efficient asset classes, customizing portfolios through fundamental analysis and maintaining a focus on very large household relationships.
Stanley B
Series 66
St. Petersburg, FL
Yale Capital Corp.
Stanley Black is a financial advisor at Yale Capital Corp. with 14 years of industry experience. He holds the Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which oversees timber land used for investment and recreational purposes. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private funds, and U.S. institutions, managing approximately $4.04 billion across 112 household accounts. The firm emphasizes tax-efficient, dividend-bearing assets and offers customized portfolios with a focus on minimizing turnover and tax costs.
Weston N
CFA®, Series 63, Series 65
St. Petersburg, FL
Yale Capital Corp.
Weston Newman is a CFA® charterholder with 10 years of industry experience. He is currently with Yale Capital Corp. in St. Petersburg, FL, where he has worked since 2020. Prior to that, he was employed at Goodpasture Gray and HSBC Securities (USA) Inc. Yale Capital Corp. provides discretionary and non-discretionary investment management and financial planning services primarily to high-net-worth individuals and families, private investment funds, and U.S. institutions. The firm emphasizes dividend-bearing and tax-efficient asset classes with customized portfolios and manages over $4 billion across approximately 112 household accounts.
Cheyne P
Series 63, Series 65
St. Petersburg, FL
Yale Capital Corp.
Cheyne Pace is a financial advisor at Yale Capital Corp. with 26 years of industry experience. He has been with Yale Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business. Yale Capital Corp. provides discretionary and non-discretionary investment management and financial planning primarily to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm emphasizes customized portfolios through fundamental analysis, focusing on dividend-bearing and tax-efficient asset classes while managing approximately $4.04 billion across 112 household accounts.
Andrew H
Series 65
Elgin, TX
Yale Capital Corp.
Andrew Hollister is a financial advisor at Yale Capital Corp. with 17 years of industry experience. He holds a Series 65 designation and has been with Yale Capital since 2007. Outside of his advisory role, he is a managing member of several residential real estate and vehicle ownership businesses in Texas. Yale Capital Corp. provides investment management and financial planning services primarily to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm emphasizes tax-efficient, dividend-bearing portfolios and manages roughly $4.04 billion across 112 household accounts.