Board of Directors


Gregory Otis

Gregory has over 30 years of experience in the wealth advisory world. Gregory was a practicing Trusts and Estates attorney in New Jersey for 13 years. Gregory then worked in New York City as Head of Charitable Trusts and Private Foundations for HSBC Bank for seven years. He then spent another seven years in New York City as a Managing Director of the trust department for US Trust. In May of 2017, Gregory moved to Florida and became Head of the Trust department in Naples, Florida for Finemark National Bank & Trust. Gregory served as the Chief Executive Officer of the Barron Collier II Family Office and is now the Managing Director of Fiduciary Services at Wilmington Trust.

Gregory holds a Juris Doctorate from the Boston University School of Law and a Bachelor of Arts from Bates College in Lewiston, Maine. Gregory is a member of the Naples Estate Planning Council and sits on the Board of the Naples Therapeutic Riding Center. He is also active with the Leadership Board of the American Cancer Society in Naples.

Vice President

Connie Sharpe

Connie was born and raised in Northwest Ohio and graduated from The Ohio State University in 1969 with a Bachelor of Science in Nursing. After 15 years of hospital nursing, she started to work in the business her husband and she founded in 1978, Health Care Logistics. It has grown from their garage and spare bedroom to a multi-million-dollar multinational company.

She has 50 years of experience as a wife and soulmate, 45 years as a mother, and 21 years as a grandmother. She and Gary have two children and seven grandchildren.

Honors and Recognitions:
*Recognized by Wernle Youth and Family Treatment Center in Richmond, IN as Catalyst for Change Regional Honoree in 2012. Since then further donations led to naming a new residence hall named Sharpe Hall.
*Recognized as one of 100 alumni Transformers in Nursing and Healthcare from the College of Nursing at Ohio State University in 2014.

The Sharpes locally support Habitat for Humanity of Collier County, Neighborhood Health Clinic, Naples Community Hospital Foundation and Naples Buckeyes Alumni Club Scholarship. Support OSU through endowed scholarships and member of Capital Campaigns. Support health care on Anguilla, where they have a home, with donations of equipment for blood bank, dental clinic, CT scanner, and transport incubator.

Contributions to Naples Therapeutic Riding Center
Volunteer since 2002
Volunteer of the Year in 2009
Served on the Board of Directors 2012-present
Served as President of the Board 2015-2017
Served as Co-chairman of the Bootstrap Boogie Barn Dance in 2014 (with husband)
Provided initial funding for Operation Strides
Member of Strategic Planning Committee, Barn Dance Committee and the Corral
Former member of Governance, Finance, and Executive Committees
Given the naming rights to the round arena through a donation to Capital Campaign

“NTRC is what every charitable organization should be. It exemplifies coordination, cooperation, communication, and love of a program like I’ve seen nowhere else.” “Growing pains are seen as opportunities, not obstacles.”


Jeffrey Fortier

A resident of Naples since 2000, Jeff is a partner and is the Managing Director of Private Capital Management (“PCM”). Initially created by the Collier family, PCM is a boutique investment firm that has traditionally focused its research attention on undervalued small-cap and special situation equity investments.

Today, PCM manages $850 million for about 150 investors across two long-only investment strategies, as well as three hedged equity funds. PCM is highly regarded for its successful long-term performance record in the small-cap domain, as well as the firm’s periodic activism on behalf of shareholders.

Born and raised in Haddam, Connecticut, Jeff and his wife, Caitlin have been married since 1998. They are the proud parents of three children: Julia (18), John Patrick (16) and Casey (10). Jeff and Caitlin met while in college at Sacred Heart University in Fairfield, Connecticut, where Jeff earned his B.S. in Finance and graduated in 1997. Today, Jeff also serves on the national Board of Directors for the New Canaan Society, which is based in New York City.


Elise Coutre

As an experienced Private Risk Advisor at Aon, Elise provides risk management solutions exclusively for prominent individuals, families, and family offices, protecting their tangible assets and personal wealth from loss and liability exposures. She specializes in yacht, equine, and luxury assets.

She brings her unique perspective, having lived and worked in numerous countries internationally, as a global citizen with a passion for travel and community service. Elise has over a decade of experience in hospitality management in the most elite resorts across the world, learning the value of exceptional service and anticipating the needs of her clients. With her international hospitality background creating memorable experiences and elevated services for families, she naturally delivers unparalleled insurance solutions offering peace of mind for her clients and catering to their dynamic lifestyles.

Those who work with Elise value her philanthropic heart. She gives back to her community through volunteering with children through the arts and creative outlets and serving as a Board Director at Naples Therapeutic Riding Center.

Elise earned her Bachelor of Science at the University of South Carolina, where she developed a strong foundation in business management practices. She also attended Rangsit University, a private university in Thailand.

In her personal time, she enjoys traveling, photography, pickleball and tennis, golf, fine dining, hiking, and welding.


Brian Fink

Brian Fink graduated from the University of Miami School of Law in 1988 with a Juris Doctor to add alongside his Duke University Economics Degree earned in 1982. His exceptional education experience earned acknowledgments such as graduating cum laude and being accepted into the Order of the Coif.

The subsequent years of his education resulted in Fink practicing law at a boutique commercial firm for 35 years, 32 as a named partner. As a current member of the Florida Bar, areas of law represented by Fink include lender representation, commercial and residential real estate, general corporate law for closely held entities, commercial litigation, and family law.

Fink has participated in each community he has resided in. During his time in Miami, he served ten years on the Board of one of the world’s premier dinghy sailing venues, the U.S. Sailing Center- Miami, 501(c)3, as member, Vice President, and President. The U.S. Sailing Center-Miami supports and serves as an Olympic training center for sailing in the United States by managing a waterfront site where both Olympic and paralympic from all over the world athletes practice. In addition, Fink served as Commodore, Flag Officer, Director, and Executive Committee Member of the Coral Reef Yacht Club, 501(c)7. Responsibilities included overseeing a private club with 70 full-time employees and a $4.5 million budget operating a restaurant, bar, marina, dry storage, sports facilities, and activities for the membership of 1,000 families. Fink played an instrumental role in securing a perpetual easement from the City of Miami and the State of Florida for submerged lands underlying the club’s marina.

In Naples, Fink is a member of the New Canaan Society, North Naples Church, Pelican Isle Yacht Club, and serves as a board director for Naples Therapeutic Riding Center.

Carolyn Gullion

Carolyn Gullion

Owner and Chief Executive Officer of Virage Creative

Carolyn is a driven and seasoned marketing professional with over 25 years of advanced
experience in helping businesses succeed in challenging markets. After working as a top
marketing professional in several industries throughout her career, such as hospitality, sports
management, waste removal and for a national orthopedic sports medicine and physical
therapy practice, Carolyn decided to take the leap into entrepreneurship in 2020 and launched
Virage Creative.

She is an accomplished marketer with expertise in strategic planning and implementation,
brand creation and promotion, local, regional, national and global marketing, franchise
marketing, consumer engagement and retention as well as operational analysis.
While working for a sports management company, she was an integral part of the management
team which brought FC Barcelona’s Youth Soccer Escola to the United States.

She has been known as a leading marketing professional in Northern Virginia and Southwest
Florida. Due to her marketing and sales efforts has placed several companies on the Inc.500 list
of fastest growing companies.

Carolyn has been recognized as a Finalist for Community Leader of the Year, Top 40 Under 40
Professional, Top 100 People to Know, as well as the winner of the Small Business and
Innovative Business of the Year for the Loudoun County Chamber of Commerce. She also
created the successful marketing and public relations campaign for the 2009 Entrepreneur
Magazine’s Entrepreneur of the Year where her then company owner came in third out of a
global search.

One of her core beliefs is to be involved and give back to the community. Carolyn has been
involved or on the board for several nonprofit organizations such as 100 Women Strong, The
YMCA, Friends of Loudoun Mental Health, the INOVA Health Systems Patient Advocacy Board
and is a proud member of the Naples Therapeutic Riding Center Board in Naples, Florida.


Sara White

Sara is a senior associate with Porter Wright in the Naples office. She focuses her practice on a variety of complex commercial litigation matters including business and tort litigation and dispute resolution. Sara’s experience includes working with financial institutions on loan and mortgage matters, collections, creditors’ rights, bankruptcy, and workout situations.

Sara has experience in a broad range of commercial real estate matters and has represented individuals in disputes related to commercial and residential real estate projects.

Bar Admissions
U.S. Court of Appeals for the Eleventh Circuit
U.S. District Court for the Middle District of Florida
U.S. District Court for the Southern District of Florida


Mario Valle

A native of La Paz, Bolivia, Mario Valle is a 1989 graduate of Florida State University, B.S. in Economics and Social Sciences (an interdisciplinary degree specializing in Geography, History and Economic Geography).

In 1991, Mario joined the National School of Technology/Ward Stone College, in Miami, Florida as an Admissions Representative, eventually rising to the Director of Academic Affairs. During his term, he was named College Employee of the Year (1993).

His interest in home construction and sales brought him to Creative Homes of Southwest Florida, Inc. in 1996 as Vice President of Sales. As a builder of workforce housing in Golden Gate City & Golden Gate Estates, Creative Homes was the perfect place for Mario to learn the business and, with his fluency in Spanish, build relationships that would last a lifetime. By the time the company closed due to the death of the owner in 2006, Mario had become President of Creative Homes.

It turned out that Mario’s skills and experience were exactly what PBS Contractors was looking for when it hired him as its Assistant Project Manager for the ongoing construction needs of Ave Maria, Florida. Over the next few years, he would become Project Manager and finally Account Manager as the area progressed to a full--fledged community.

The title ‘Relationship Manager’ was created for Mario. It fully reflects the comprehensive service role he plays as a liaison between the Project Managers and the clients. The position officially began in 2010, however he began working toward this role since day one with PBS.

Today, he is responsible for winning new clients and nurturing relationships with existing clients to a degree of satisfaction that they will refer their friends, business associates and family members to PBS Contractors.

Among his many honors and distinctions, Mario was a member of the Florida Commission on Human Relations from 2002 to 2014, a state appointed position that has been conferred on him by three consecutive Florida Governors. In his third term, he served as Vice--Chair and Chair.

A Florida State licensed Real Estate Broker since 1997, Mario is a member of Naples Area Board of Realtors’ Professional Standards Committee which is responsible for enforcing the Ethical Standards and Arbitrating Commission Disputes and is an active Mediator and Ombudsman. Mario also serves on the Development Services Advisory Council of Collier County which provides industry input to the processes of the permitting, inspection and planning services provided by The Growth Management Division.

Mario has served on the Board of Directors for Grace Place for Children and Families since 2009 and served as its Board Chair for three years. Grace Place provides pathways out of poverty through education and literacy both for the children and the moms. During Mario’s time on the Board, the campus has grown from two older small buildings to a fully functioning six--building campus with a food pantry and programs from infancy to adult education.

From 2015 to 2017 he served as the President of the Courtside Commons Board of Directors and as Courtside Common’s representative to the Master Association Board as Courtside’s Governor. During his time as president, Mario oversaw the construction of the carport project interfacing with Collier County Growth Management as Courtside’s Owner’s Representative.

A past president of the Golden Gate Estates Civic Association and past vice--chair for the Collier County Affordable Housing Advisory Board, Mario is a 2004 graduate of Leadership Collier and 2004 recipient of Gulfshore Business Magazine’s 40 Under 40 award. In 2013 he was awarded Naples Area Board of Realtors Citizen of the Year, Education Foundation of Collier County Man of Distinction, and The Women’s Council of Realtors, Naples on the Gulf Chapter Humanitarian of the Year. He was awarded NABOR’s Humanitarian Award in 2019 for his work with the Sheriff’s Office.

With a desire to give back to the community in a more meaningful way, Mario joined the Collier County Sheriff’s Office in November of 2012. Mario completed his Auxiliary Deputy Academy in 2013 and was awarded the Southwest Florida Public Service Academy’s Andrew Widman Award for Academic Excellence (1301 Law Enforcement Auxiliary Class). In April of 2019, Mario was awarded the CCSO’s Command Recognition Award for his service to the agency. He spent his first three years in Immokalee, then served three years in Golden Gate City both in Patrol and then with the Special Enforcement Team. Mario is currently enrolled in the Sheriff’s Office Drone Pilot Training Program and serves on the Marine Patrol on Sundays when not with family. Awarding ribbons to the Special Olympics athletes at various events throughout the year is among one of Mario’s favorite duties with the CCSO.