A 40-year Wall Street veteran, Richard Naso’s career began in 1965 when he responded to a New York Times advertisement for a “squad” (runner) position at the NYSE. Over the next ten years, he continued to take on greater responsibility within the organization, moving into more senior positions while also serving in the U.S. Marine Corps Reserves.
Mr. Naso purchased his seat on the NYSE in 1976, when he formed Richard C. Naso Company. In 1983, Naso formed his second member firm, Floor Broker Network, which is now FBN Securities. Floor Broker Network also operated two fully-licensed branch offices in London and Switzerland.
Naso was a multiple seat owner and a member of the NYSE for more than 26 years. He was affectionately known as “Mr. IBM” for building a customer base that represented a large percentage of the volume traded on a daily basis. On April 19th, 1983, Mr. Naso executed the first program trade orders (over 5 million shares in 60 S&P names) in the history of the NYSE.
Mr. Naso holds Series 7, 24, and 55 securities licenses through Celadon Financial Group
Donald Powell comes to Caritas Partners with more than 15 years of trading experience on the NYSE. He started his career on the floor of the NYSE, where he spent 12 years working as a specialist / designated market maker. During his tenure, he traded more than 75 percent of the listed equity securities for predominant specialist firms, such as CMJ Partners, Bear Wagner and LaBranche & Co. He served as head NYSE trader for American Depositary Receipts (ADR’s) in the Latin America market. He is skilled at working directly with brokers and corporate management teams, keeping them abreast of daily market situations, secondaries and buyback orders.
Upon departing the NYSE, Powell carried his trading skills to ICAP, a leading markets operator and provider of post trade risk mitigation and information services. Most recently, he worked as a sales trader for leading institutional accounts at FBN Securities.
Mr. Powell holds Series 7, 63 and 55 securities licenses through Celadon Financial Group.
Ian Fuller is a co-founder of WestFuller Advisors, a boutique wealth management firm in New York City that builds and preserves legacies of wealth for individuals, families and institutions. A specialist in financial advisory, investment management, and philanthropic advisory; Ian works closely with people and organizations to harness and empower their finances with purpose. With a strong belief in the ability of finance to strengthen society; he is dedicated to community development, social entrepreneurship, and the Arts. Ian serves as the treasurer for many philanthropic and non-profit organizations including: The Workers Lab, Resource Generation, City Without Walls, and the United Nations Association of New York. He also serves on the board of Color of Change. Mr. Fuller is also a Managing Director of wealth management for Celadon Financial Group, a broker/dealer serving institutional and high-net worth clients.
Ian received both a B.S. in Economics and an M.S. in International Affairs/Global Finance from New York University; and holds a Chartered Financial Consultant designation among other securities licenses. He lives with his wife Ellen and little maverick Nilaya on the Lower East Side of New York City.
Lola C. West
Lola C. West is a co-founder of WestFuller Advisors, a boutique wealth management firm in New York City. For almost a decade of her successful career, Lola served as a wealth advisor with Merrill Lynch and a senior partner of LWF Wealth Management Group. Today, she continues to advise clients and institutions on how to build a vision for the future and directs the achievement of results-oriented financial goals and aspirations. Lola’s experience and well-honed skills enable her to keenly assess clients’ needs to develop and actualize customized wealth management solutions.
Ms. West was also a consummate event strategist, fund developer, conference and meeting planner, health administrator with a 20 year proven track record. The West approach combined an intuitive understanding of client needs with a singular ability to employ creative concepts to achieve organizations’ goals. She has coordinated events and fundraised for the world class humanitarian former South African President Nelson Mandela, acclaimed opera singer Jessye Norman, playwright August Wilson, Dr. Camille O. Cosby, Studio Museum of Harlem, to name a few.
Trained as a planner/administrator, Ms. West is a thought leader and savvy business woman holding an undergraduate degree from Brooklyn College and a Masters in Urban Planning from Hunter College. She is listed in Who’s Who of American Women and is the recipient of the Proclamation: “Lola C. West Day” in the City of New York for “exemplary prowess as a health care administrator.”
Lola served the board of directors of Jazz at Lincoln Center for 6 years; is presently a Charter Member for the Advisory Council of the Elizabeth A. Sackler Center for Feminist Art at Brooklyn Museum; member of Friends of African American Art at Brooklyn Museum; member of Friends of MoMA; and member of nominating committee for the Four Freedoms Award by Roosevelt Institute.