About Us | Naylor & Co

About Us

Chad Naylor

Chad Naylor
CEO and CIO

Chad Naylor

Chad Naylor is the CEO and CIO of Naylor & Company. He is directly responsible for making all investment selections in the Naylor & Company Core Composite.

Chad comes from a family steeped in investing history, going back three generations. The central topic of family discussions throughout his life was investing in the stock market. From a young age, he made his own investment decisions and furthered the family practice of holding quality companies through good times and bad.

In college, Chad studied Anthropology, which deepened his insights into historical human trends. He then studied law and practiced as a corporate lawyer for 12 years. This work intensified his ability to critically analyze the conditions of industries in recovery and the investment prospects of the companies in those industries.

After seeing a strong need in the investment industry for the type of investing style developed by his family, he founded Naylor & Company in 2003. His focused approach and concern for the success of his clients have engendered a level of trust, confidence and communication rare in the industry.

Chad graduated with Highest Distinction from Indiana University and Summa Cum Laude from Indiana University School of Law.

Dave Naylor

David Naylor
Portfolio Manager

David Naylor

David Naylor is a portfolio manager at Naylor & Company, and is responsible for portfolio management, trading and investment research for the companies in the Naylor & Company Core Composite.

David, also a third generation investor, learned the basics and, later on, the more advanced concepts of investing theory and analysis through discussions with his father and grandfather.

The subject matter of one such discussion in the early 1990's centered on the biotech industry. At the time, the prices of biotech stocks were severely depressed due to concerns about potential healthcare reform under the Clintons. However, these concerns were greatly overblown, whether healthcare reform proceeded at that time or not, and resulted in very attractive prices for even the most dominant and fastest-growing companies in the industry. This, and similar events, gave David an early appreciation of the divergences that often arise between the common perceptions and the actual conditions of an industry or business.

In college and to this day, David studies human psychology and philosophy to gain a deeper understanding of human actions and beliefs in regards to investing and economic conditions. David holds degrees in both psychology and philosophy from Indiana University.

Darlene Naylor

Darlene Naylor
Director of Office Administration

Darlene Naylor

Darlene Naylor is responsible for communicating with clients, managing client documents, personnel management, scheduling and billing reviews. She especially enjoys interacting with our clients.

Before moving to California, Darlene lived in Indiana with her family and practiced law for over 20 years. Her areas of practice were family law, estate planning and administration and individual tax consulting. She moved to California in 2003 to be close to her son Chad and his family.

In California, Darlene worked as a paralegal at the San Francisco Office of Perkins Coie. After a retirement of three days, she was asked to join Naylor & Company in September 2013.

Darlene received Bachelor of Arts degrees in both Astronomy and Political Science from Indiana University. She earned her Juris Doctor Degree from Western New England College School of Law.

 

Dmitriy Bolotnyy

Dmitriy Bolotnyy
Director of Business Development


Dmitriy Bolotnyy

Dmitriy Bolotnyy is Director of Business Development for Naylor & Company and is a Registered Investment Advisor. He is responsible for business development and client relations. He builds relationships with private and institutional investors and ensures that our existing clients' needs are met in a timely manner. Dmitriy is also responsible for the due diligence of micro and small cap companies, as well as for alternatives investments.

Dmitriy formerly worked for IRTH Communications where he held a senior position on the marketing team. He currently holds a series 65 license.

 

 

 

Daven Sharma

Daven Sharma
Investment Adviser Representative


Daven Sharma

Daven Sharma is an independent Investment Adviser Representative for Naylor & Company. Daven earned his BS in Accounting from the University of Delhi, India. In 1985, he became a CPA in the United States and began a career in tax planning. He later earned his Certified Financial Planner (CFP) designation to provide advanced financial planning to his clients.

In 2002, Daven formed Davis & Company to provide tax planning and investment advice to his clients. Daven is also an independent insurance agent where he identifies and recommends insurance plans for clients.

As an independent contractor to Naylor & Company, Daven uses his expertise in financial planning, advanced tax practices and alternative investments to support Naylor & Company’s clients.

Daven lives in Dublin, California and enjoys reading and travel, in addition to spending time with his family and a rescued puppy named Lilah.

Tail Kite

Chad Naylor lives with his wife and three children in the San Francisco Bay Area.

One of Chad’s personal interests is birding and he often travels in the U.S. and abroad to key birding areas. Chad and Naylor & Company are proud sponsors of the Great Texas Birding Classic, which raises funds for the conservation of important habitats for migrating birds.

Inspired by his birding experiences, Chad chose the Swallow-Tailed Kite, an agile and highly successful raptor, as the logo for Naylor & Company.