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The Team

Expert investment, financial, business and legal professionals with 120 years of combined experience

Your Exclusive C-Suite

At Fifth Avenue Family Office, our team is a collective of seasoned professionals, each bringing a wealth of experience and specialized knowledge.

We have financial experts, estate planners, tax advisors, and more, all working in harmony to serve our clients. Our team members are not just advisors; they are trusted partners in our clients’ journeys. With diverse backgrounds and a shared commitment to excellence, they bring unique perspectives to wealth management and legacy building. The core of our success lies in the collaborative synergy of our team, ensuring the best outcomes for our clients.

Gary Price

Gary Price

PARTNER

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Timothy Cartwright

Timothy Cartwright

PARTNER

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Susi Kimball

Susi Kimball

Client Services

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Maria Martin

Maria Martin

Client Services

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Kyle Shoemaker

Kyle Shoemaker

Senior director, Chief compliance officer

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Travis Lazaroff

Travis J. Lazaroff, CFP®

Portfolio Manager

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Danielle Russo-Slugh

Danielle Russo-Slugh

Fund Administrator

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Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives.
Investment Advisory Services Offered by Fifth Avenue Family Office, LLC.

CALL US

239-262-6300

EMAIL US

[email protected]

LOCATION

3003 Tamiami Trail North,
Suite #410
Naples, Florida 34103

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Gary Price

Partner

Gary Price has been serving his clients and their families for 30 years. For our client families, he is our in-house specialist in family governance, real estate, governmental and community affairs, strategic planning, and mediation. Through his broad network and experience, Gary helps our client families get expedited answers to complex real estate, alternative investment issues, and illiquid asset investments.

Gary’s public service for the past 20 years consecutively for the City of Naples started in 2001 when he was appointed to the Planning Advisory Board. He was appointed to a seat on the Naples City Council in September 2005, then elected to the same office in February 2006, 2010, and now for third term in 2018. Gary served as the Chairman of the Naples Pension Board for eight years.  Gary has also served on many charitable boards including The Ronald McDonald House of Southwest Florida, the Boys and Girls Club of Naples, United Way, and the Naples Art Association.  In January 2013, the Governor and Cabinet of the State of Florida appointed Gary to the State Board of PLGAC , where he served for four years.  He is a Leadership Florida Class XXXII Alumni. He attended Ohio State University where he earned a BSBA in Real Estate and Urban Analysis. Gary completed the exclusive Program on Negotiation at Harvard Law School. For the past 15 years, he has maintained his qualifications as an instrument rated pilot. Gary has been married to his wife Kim for 30 years and they have two children.

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Timothy Cartwright

Partner

Timothy Cartwright specializes in closely held businesses and alternative assets. Closely held and family businesses often represent a significant percentage of a family’s net worth. Tim leverages his extensive transactional experience to guide an intentional succession planning process required for the legacy and illiquid nature of this asset. Tim coaches and mentors our entrepreneurial families with his unique ability to distill complex, often time sensitive, issues into elemental components creating a simple and executable action plan. Across the expanse of alternative assets, Tim has deep experience in private equity, venture capital, and early and seed stage investing. He is the founder of the Tamiami Family of Angel Funds, the first ever member managed Angel Funds in Southwest Florida.

Tim started his career with Arthur Andersen rising quickly to Senior Consultant. Shortly thereafter, Tim recognized a void in the enterprise software market and founded Benchmark Solutions, Inc., a supply chain consulting company. Seven years later, he sold Benchmark Solutions and launched an internet trading exchange called By-Product Interactive, Inc.

On February 1, 2021, By-Products Interactive was acquired by Euromoney Institutional Investor PLC (LON:ERM). In 2006, Compass Advisory Group, an M&A Consultancy that Tim started in 2002, merged with Magnus Capital Management to co-found Fifth Avenue Family Office.

Mr. Cartwright recently completed an 11-year term as a member of the Florida Gulf Coast University’s Foundation Board finishing as Chair of the Board. At fiscal year close, the endowment reached a balance of $129MM recording a return of 30.51% for the fiscal year. Tim is chairman of Tamiami Angel Funds, the largest Angel Fund in the state of Florida, a director of the Florida Venture Forum, and co-founder of the Southwest Florida Regional Technology Partnership. As a passionate supporter of early childhood development, Tim has also served on the board of Golisano C’MON and chaired its Strategic Planning Committee, which launched an expansion of the originally targeted age bracket.

Tim attended the University of Wisconsin graduating with a BS in Economics – Math Emphasis and earned an MBA in Finance and Accounting from Northwestern University (Kellogg Graduate School of Management). He is a Leadership Florida Class XXXV graduate and a regional advocate for new technologies and economic diversification.

Tim enjoys coaching, boating, and living an active lifestyle. His wife, Amy, and their three children have called Naples home since 2003.

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Susi Kimball

Client Services

Susi Kimball specializes in fund and foundation administration, tax coordination, bill payment services, and marketing. In addition to being our resident client services specialist, she is currently a fund administrator for the Tamiami Angel Funds, as well as the Adrenaline Venture Fund, where she excels at maintaining a steady hand on the oversight of 120 investors and 40 early stage portfolio companies. Susi is the steward of the client welcoming process, managing the discovery of important documents and coordinating numerous client needs.

Susi has held several professional roles in the banking industry with responsibility for investor relations, public relations, and marketing, as well as spokesperson. Susi has also worked directly with a variety of small and large businesses in her previous capacity as senior business relationship manager with the Economic Development Council of Collier County.

Susi studied Business Administration at Southwestern Illinois College and Hodges University. She is very active in the Naples community she has called home for over 30 years.

Susi supports her passion for entrepreneurship by serving on the Florida Gulf Coast University Institute for Entrepreneurship Advisory Board and participating in the Florida Venture Forum and Angel Capital Association. She and her husband, Andy, have three children and enjoy various outdoor activities and sports in their free time.

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Maria Martin

Client Services

Maria’s responsibilities are vital to the daily operations of our multi-family office and ensure that all client families benefit from their association with our office and partners in the community. Her key roles include client relations, office management, information technology, and marketing. With a decade of experience in business management, Maria oversees the optimization of operational workflows and ensures the delivery of exceptional client service. Her leadership in client services involves developing strategies for client engagement, resolving issues promptly, and delivering tailored solutions that meet the unique needs of each client.

Before joining Fifth Avenue Family Office, Maria held key positions as a Program Manager and Executive Assistant with the Department of Defense. Her background in these roles equipped her with a robust skill set in strategic planning, project management, and high-level administrative support, which she now leverages to optimize operations and enhance organizational efficiency. Maria earned her Bachelor’s degree in Hospitality Management from Johnson & Wales University and later an MBA from Webster University.

Outside of her professional life, Maria enjoys volunteering with local organizations, traveling to new destinations, and exploring the outdoors with her husband, and their two daughters.

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Kyle Shoemaker

Senior Director, Chief Compliance Officer

Kyle Shoemaker joined Fifth Avenue Family Office in his role as Portfolio Manager, he specializes in investment portfolio design and management, estate planning implementation, tax coordination, and performance reporting.

After spending nearly, a decade with Fidelity Investments, serving in roles ranging from the trade desk to private wealth management, Kyle is no stranger to the world of finance. During his time with Fidelity, he developed his aptitude and love for building lasting relationships with clients. This fueled a desire to join a family office environment to be more directly involved in creating successful long-term outcomes with entrepreneurial families.

Kyle graduated from Elon University in North Carolina, earning a BSBA in finance and economics. He was also a member of Elon’s lacrosse team.

Outside of the office you will find Kyle on the field coaching Naples’ rising lacrosse stars and enjoying the Florida sunshine with his college sweetheart and wife, Berkeley, and their son.

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Travis J. Lazaroff, CFP®

Portfolio Manager

Travis is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in investment portfolio design and management, estate planning implementation, tax coordination, and performance reporting. His focus is to build upon your lifetime of achievement. Whether it’s helping you make a lasting philanthropic impact or educating your children about the responsibilities that comes with great wealth, Travis is committed to delivering the vast resources of Fifth Avenue Family Office to inform your vision, enrich your journey and transform all you’ve achieved into a legacy that lives on for generations to come.

Travis gained experience in the financial industry while working as an equity derivatives broker on Wall Street in New York City, focusing on index and single stock options. In this role, he was an integral contributor to one of the largest global inter-dealer brokerage firms, working closely with banks, hedge funds, and market makers to help source liquidity and mitigate risk. Travis also spent time with UBS on a Private Wealth Management team focused on serving families on their full spectrum of wealth management needs. These experiences laid a foundation for Travis to understand the importance of risk management, capital allocation and how to navigate capital markets.

Community is very important to Travis and his family, and he is a supporter of multiple charities and local organizations in Collier County. Travis serves as the head coach for the Gulf View Middle School Lacrosse team. He also works closely with developing the youth lacrosse program in Naples through volunteering and sitting on the board of the Faceoff Club Of Naples. Travis and his wife, a corporate defense attorney, reside in Naples with their son Braxton and enjoy boating, golfing, and pickleball in their free time.

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